Improve onboarding questions from project setup feedback
Use feedback from project setup to refine the form clients complete at the start of the next project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Form
Updates an existing form’s details, fields, template, or settings.
Why this helps
The same confusing onboarding questions keep creating rework when feedback is not carried into the next project.
- Carry repeated setup feedback into the next onboarding form.
- Keep existing forms useful without starting from scratch.
- Reduce repeated confusion for clients and project teams.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Cabinpanda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Describe the existing onboarding form, the feedback to consider, and what changes are appropriate.
- 4Choose the webhook trigger and send it when relevant feedback is recorded.
- 5Choose where run reports go, then test with one real feedback example.
Questions about this workflow
Will every feedback item cause a form edit?
Set a clear rule in your instruction for which feedback warrants an update. If it is not clear, have Notis report a suggested change for review.
Does Notis know whether feedback is repeated?
Only if the relevant history is available to Notis or you include it in the request. Otherwise, ask it to evaluate the current feedback alone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Cabinpanda. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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