See which intake forms may need a review
Get a regular, focused view of the Cabinpanda forms supporting AgencyZoom work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Forms
Lists all forms associated with the account.
Why this helps
Form inventories are easy to forget until an agent discovers an outdated or missing intake form.
- See available forms in one scheduled review.
- Spot forms that may need an owner to confirm their purpose or currency.
- Reduce ad hoc searching when an AgencyZoom workflow changes.
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 forms and summarize which AgencyZoom intake workflows may need a form review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real scheduled run and review the form inventory report.
Questions about this workflow
Does listing forms confirm they are still accurate?
No. Cabinpanda can provide the form list, but an owner must confirm whether each form still matches current AgencyZoom processes.
Can Notis decide which forms are obsolete?
Not from the form list alone. Provide criteria or context in your instruction, and have Notis flag candidates for human review.
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
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