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Notis

Keep project questions aligned with changing scope

When a project changes direction, update its existing form so the next client response covers the right details.

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

Old intake questions can keep collecting answers that no longer help the team deliver the revised project.

  • Keep the existing project form relevant as requirements change.
  • Reduce confusion caused by outdated questions.
  • Make the next client response more useful to the revised scope.

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 which existing form to update and how Agiled project changes should affect its questions.
  • 4Choose the webhook trigger and send it when scope changes.
  • 5Choose where run reports go, then test with one real scope change.

Questions about this workflow

Will this create a new form?

No. The selected action updates an existing form. Provide enough context to identify the form and the intended changes.

Can Notis decide which scope changes require new questions?

State the decision rule in your instruction. If the relevant scope information is not in the webhook request or accessible Agiled context, include it in the request.

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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