Bring customer feedback into your regular account review
Read the feedback themes alongside the account context your team already has in Agile CRM.
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
Customer feedback can sit in form responses while account reviews happen separately, making useful signals easy to miss.
- Summarize responses from a specified Cabinpanda form.
- Connect themes to customer context supplied for the review.
- Call out missing form identifiers or context instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cabinpanda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer feedback reviews.
- 3Tell Notis to list submissions for the specified Cabinpanda form and summarize themes using the customer context you provide from Agile CRM.
- 4Pick a recurring notis_cron trigger and choose where run reports should go.
- 5Test with one real form identifier and customer review context.
Questions about this workflow
How does Notis know which form to review?
Provide the Cabinpanda form identifier in the automation instruction or run context. Notis should report when it is missing rather than select a form arbitrarily.
Can it compare responses with customer history?
It can use history included in the run context. This workflow does not list an Agile CRM history-reading action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cabinpanda. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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