Keep client forms current when services change
When an offering changes, update the existing form clients use so it reflects the current service and requirements.
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
Outdated forms can ask for irrelevant details or omit information needed to deliver a changed service.
- Keep client questions aligned with current offerings.
- Reduce outdated or irrelevant submissions.
- Make service changes easier to reflect in client intake.
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 existing form to update and the service changes that should alter it.
- 4Choose the webhook trigger and send it when the offering changes.
- 5Choose where run reports go, then test with one real service update.
Questions about this workflow
Does this action create a replacement form?
No. It updates an existing Cabinpanda form. Identify the target form and describe the desired changes.
Can the workflow update a form when the webhook contains only a service name?
It can if that name and connected context identify the form and the requested edits. Include further context when the mapping is ambiguous.
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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