Collect client feedback when a project milestone lands
Turn a milestone into a timely feedback request, with a focused form that helps the next project step improve.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Form
Creates a form from a template.
Why this helps
Feedback often arrives late or informally, so useful lessons are hard to capture before the next milestone begins.
- Ask for feedback while the milestone is recent.
- Use a repeatable form structure across projects.
- Capture actionable client input for the next project step.
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 feedback form to create and the milestone context it should include.
- 4Choose the webhook trigger and send it when the milestone is reached.
- 5Choose where run reports go, then test with one real milestone.
Questions about this workflow
Does Agiled expose a milestone trigger here?
No Agiled event triggers are listed. This workflow uses a Notis webhook, which an external request can start.
Can the feedback questions vary by milestone?
Yes. State the milestone context and desired questions in your instruction. Supply any details that are not available from the trigger or connected app context.
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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