Review a Form Before You Follow Up
Pull up the relevant form details when a client or sales request needs a closer look at the intake process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Form By ID
Retrieves details about a specific form.
Why this helps
Finding the right form and understanding its purpose can interrupt an otherwise simple client follow-up.
- Retrieve a specific form using its supplied ID.
- Summarize the returned form details for a sales or client request.
- Reduce time spent searching for the right intake form.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Ask Notis to retrieve the supplied Byteforms form ID and explain its relevant details for the AgencyZoom request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real form ID and check the returned summary.
Questions about this workflow
What does the request need to include?
Include the unique Byteforms form ID and describe the AgencyZoom-related question the summary should help answer.
Will this workflow change the form?
No. The selected Byteforms action retrieves form details; it does not edit the form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Byteforms. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Byteforms 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.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
Agencyzoom and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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