Check whether project teams have the forms they need
Review the form catalog against your project process and surface workflows that may be missing a useful form.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Forms
Lists all forms associated with the account.
Why this helps
Teams discover that a needed intake or review form is missing only after a project has already started.
- Compare the current form list with your stated process needs.
- Surface likely missing form types before the next project starts.
- Keep requirements explicit so the review has a useful baseline.
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.
- 3Provide the project workflow requirements and ask Notis to compare them with the available forms.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real form catalog and requirement list.
Questions about this workflow
Can Notis know every form the team needs?
It needs your project process requirements as a baseline. The form list alone cannot establish what is missing.
Will this automatically create missing forms?
No. This workflow lists forms and reports likely gaps. Form creation should be a separate, explicitly described workflow.
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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