Keep client intake alerts connected to Agiled work
Set up the Basin notification route when a client intake milestone in Agiled calls for faster follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Notification
Why this helps
New client details can sit unnoticed when intake notifications are not connected to the work already tracked in Agiled.
- Create a notification webhook in response to an Agiled milestone.
- Reduce manual setup between client intake and submission alerts.
- Make the intended notification destination explicit in the workflow prompt.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Basin once in the Notis portal.
- 2Create an automation named Client Intake Alert Route.
- 3Tell Notis to create a Basin notification webhook when an Agiled client intake milestone arrives, using the confirmed form and destination details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real milestone and verify the notification webhook details.
Questions about this workflow
What details must be available before the notification can be created?
The relevant Basin form and the external destination need to be known. Include their identifiers or confirmed values in the webhook request or automation context.
Does this send a client notification immediately?
This action creates a notification webhook for forwarding form submissions. It does not itself create or submit a form response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Basin. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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