Keep campaign forms aligned with current CRM priorities
Give your active campaigns a regular form check so outdated prompts and settings are less likely to linger.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Form
Updates an existing form's settings and configuration.
Why this helps
Campaign details change, but the intake form can stay behind until someone remembers to revisit it.
- Reviews campaign context on a recurring schedule.
- Updates an existing Basin form when the instruction identifies a clear change.
- Helps keep campaign intake aligned with current priorities.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Basin once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign form maintenance.
- 3In one instruction, ask Notis to review current campaign context and update the specified Basin form only when a concrete change is needed.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign and confirm the intended form was updated.
Questions about this workflow
Does this create a new form?
No. This workflow updates an existing Basin form. Provide its identity in the instruction or request context.
Can Notis infer campaign history that is not in Agile CRM?
No. Supply any additional history or baseline in the instruction if the workflow needs it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Basin. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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