Bring client submissions into the next Agiled follow-up
Get the relevant Basin responses ready when Agiled work calls for a client follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submissions
Retrieves form submissions.
Why this helps
Before following up, you may need to hunt for the right form responses and reconstruct what the client already shared.
- Retrieve submissions for the specified Basin form when follow-up is requested.
- Summarize returned responses into a clear next-step brief.
- Keep review tied to the Agiled context included in the request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Basin once in the Notis portal.
- 2Create an automation named Client Submission Review.
- 3Tell Notis to retrieve submissions for the Basin form identified in an Agiled follow-up request and summarize relevant returned details for review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real follow-up request and verify the form identifier and summary.
Questions about this workflow
Can this retrieve submissions without a Basin form identifier?
The action requires a specific form. Include the correct form identifier in the webhook request or provide a reliable way for Notis to determine it.
Will Notis send the follow-up to the client?
No. This workflow retrieves and summarizes submission data for review; it does not send messages.
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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