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Notis

Find the right form without searching the catalog

When a project request comes in, have Notis review the available Cabinpanda forms and surface the likely match.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Forms

Lists all forms associated with the account.

Why this helps

Searching a growing form list interrupts project work and makes it easy to select an outdated or unrelated form.

  • Search the available forms from a project request.
  • Reduce manual browsing through the form catalog.
  • Flag when there is no clear match instead of guessing.

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 request context and the criteria Notis should use to identify a relevant form.
  • 4Choose the webhook trigger and send it when a form lookup is needed.
  • 5Choose where run reports go, then test with one real request.

Questions about this workflow

Will this create or edit a form?

No. It lists forms for Notis to review and identify a match.

What happens if more than one form could fit?

Tell Notis to report the candidates and the reason each may fit. It should flag ambiguity for your decision.

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.

TriggerScheduled

Create Form

Creates a form from a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Form

Irreversibly deletes a form.

ActionInstant

Delete Integration

Deletes an integration configuration from a form.

ActionInstant

Get Form Details

Retrieves details about a specific form.

ActionInstant

Get Integration Details

Retrieves detailed information about a specific integration.

ActionInstant

Get Profile

Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.

ActionInstant

List Forms

Lists all forms associated with the account.

ActionInstant

List Integrations

Lists all integrations associated with the account.

ActionInstant

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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