Review submitted information against policy status
Bring Basin submissions into a scheduled review so outstanding policy-related information is easier to spot alongside Agencyzoom status.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submissions
Retrieves form submissions.
Why this helps
Form responses and policy status can sit in separate systems, making it harder to see what still needs attention.
- Review new form responses on a predictable schedule.
- Surface submission details that may need an Agencyzoom policy status check.
- Avoid repeatedly opening multiple tools just to find outstanding information.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Basin once in the Notis portal.
- 2Create an automation named Policy submission review.
- 3Tell Notis to retrieve submissions for the specified Basin form and summarize items needing review against the Agencyzoom policy context provided.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real form and verify the summary against its submissions.
Questions about this workflow
Can Notis infer a policy status from Basin alone?
No. Provide the Agencyzoom status context or an accessible source of that information in the instruction or run context.
What does the Basin action retrieve?
It retrieves submissions for a specific form, so include or otherwise provide the correct form ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Basin. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Creates a webhook for a form.
Create Project
Creates a new project for organizing forms.
Delete Form
Permanently deletes a form; this action cannot be undone.
Delete Submission
Permanently deletes a form submission after its ID is confirmed.
Delete Project
Deletes a project.
Delete Webhook
Deletes a form webhook.
Get Domains
Lists the custom domains linked to your account.
Connect any two apps with Notis in the middle.
Agencyzoom and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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