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Notis

Find form submissions that may need AgencyZoom follow-up

Turn collected form responses into a clear list of follow-ups to consider.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List form submissions

Retrieves all submissions for a specific form.

Why this helps

Useful form responses can sit unnoticed while agents switch between tools and ongoing client work.

  • Review new form responses on a predictable cadence.
  • Get a concise summary of entries that may need attention.
  • Keep follow-up decisions visible without scanning every submission.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Cabinpanda once in the Notis portal.
  • 2Create an automation by telling Notis the outcome you want, in plain language.
  • 3Name the Cabinpanda form and describe what makes a response worth AgencyZoom follow-up.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real Cabinpanda form and check the summary against its submissions.

Questions about this workflow

Can this workflow automatically create an AgencyZoom task?

No AgencyZoom action is available in this workflow package. Notis can summarize responses and report which ones may need follow-up.

What if I have multiple Cabinpanda forms?

Specify the intended form in your instruction. Cabinpanda's submissions action requires a form id, so ensure Notis has enough context to identify it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Cabinpanda. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Cabinpanda actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Form

Creates a form from a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Form

Irreversibly deletes a form.

ActionInstant

Delete Integration

Deletes an integration configuration from a form.

ActionInstant

Get Form Details

Retrieves details about a specific form.

ActionInstant

Get Integration Details

Retrieves detailed information about a specific integration.

ActionInstant

Get Profile

Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.

ActionInstant

List Forms

Lists all forms associated with the account.

ActionInstant

List Integrations

Lists all integrations associated with the account.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Cabinpanda, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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