See which intake forms need attention before work stalls
Get a focused review of Basin forms alongside the Agiled intake work you want to keep moving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Lists your forms and their details.
Why this helps
Forms and project work live in separate places, making it easy to miss an intake setup that needs review.
- Retrieve the current Basin form list on a recurring schedule.
- Surface forms needing review against the Agiled context supplied to Notis.
- Get a concise report instead of manually checking both workspaces.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Basin once in the Notis portal.
- 2Create an automation named Intake Form Review.
- 3Tell Notis to retrieve Basin forms and compare them with the Agiled intake context you provide, reporting possible gaps without assuming missing status data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report reflects available data and calls out missing context.
Questions about this workflow
Can this workflow determine whether an Agiled project is active?
Only if that status is provided by the request context or another available source. The listed Basin action retrieves forms, so do not assume it includes Agiled project status.
Can the schedule create or update forms?
No. This workflow retrieves Basin forms for review. Use a separate workflow with a create or update action when a change is needed.
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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