Make project closeout feedback part of delivery
Create a consistent closeout survey when work finishes, so clients can share feedback and remaining handoff needs.
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
Projects end with useful lessons and handoff details left in scattered conversations or forgotten altogether.
- Capture client feedback at the end of delivery.
- Use a repeatable closeout process across projects.
- Collect remaining handoff needs in one structured response.
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 closeout survey to create and the project completion context to include.
- 4Choose the webhook trigger and send it when a project is completed.
- 5Choose where run reports go, then test with one real completed project.
Questions about this workflow
Can this detect project completion directly in Agiled?
No Agiled event triggers are listed in this package. A Notis webhook must start the workflow when an HTTP request is sent.
Can the survey include project-specific questions?
Yes. Describe the questions and include any project details not otherwise available to Notis.
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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