Give each major campaign a clear home for its forms
Organize campaign forms under a dedicated Basin project when your Agile CRM campaign work calls for one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project
Creates a new project for organizing forms.
Why this helps
Campaign forms become harder to manage when they are created without a clear organizational home.
- Creates an organizational container for campaign forms when needed.
- Uses campaign context to make project creation purposeful.
- Reduces the effort of organizing a new campaign workspace.
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 project setup.
- 3In one instruction, ask Notis to review campaign context and create a Basin project only when a new project is needed for its forms.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign example and review the project created.
Questions about this workflow
Will this create a project every time it runs?
The instruction can ask Notis to create a project only when the campaign context shows one is needed. Include any existing project context it should consider.
Can it create the campaign form too?
This workflow creates a Basin project. Form creation is a separate Basin action and is not part of this automation.
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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