See which Basin projects still match agency priorities
A recurring project inventory can make it easier to see whether your Basin workspaces still support the priorities managed in Agencyzoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Lists the projects in your account.
Why this helps
Projects accumulate over time, and it takes effort to remember which ones still support active agency work.
- Get a regular inventory of Basin projects.
- Compare project names with the agency priorities you provide.
- Make project follow-up easier to plan from a concise review.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Basin once in the Notis portal.
- 2Create an automation named Project portfolio review.
- 3Tell Notis to list Basin projects and compare them with the agency priorities you supply from Agencyzoom context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real inventory run and verify the project list and summary.
Questions about this workflow
Will the action retrieve Agencyzoom priorities?
The Basin action lists projects only. Supply Agencyzoom priorities in the run context or through a configured source.
Can it remove inactive projects?
This workflow is for review. Deleting projects is a separate, irreversible action and is not part of this automation.
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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