Review who has access to Cabinpanda forms
Make team access easier to review with a clear, scheduled user list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists your team members and their account information.
Why this helps
When teams change, account access can be easy to overlook across the tools used for client intake.
- Get a recurring list of Cabinpanda users.
- Make access review easier to schedule and complete.
- Give an owner a clear starting point for team access checks.
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.
- 3Ask Notis to list Cabinpanda users and prepare an access review report for your agency workflow owner.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and confirm the report is suitable for a human access review.
Questions about this workflow
Will this remove former team members?
No. It lists users for review. The available Cabinpanda actions do not include removing users.
Can Notis determine who should have access?
Not from the user list alone. Supply your access criteria or ask an owner to review the listed users.
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.
Create Form
Creates a form from a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Irreversibly deletes a form.
Delete Integration
Deletes an integration configuration from a form.
Get Form Details
Retrieves details about a specific form.
Get Integration Details
Retrieves detailed information about a specific integration.
Get Profile
Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.
List Forms
Lists all forms associated with the account.
List Integrations
Lists all integrations associated with the account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cabinpanda.