Keep client form questions aligned with proposal scope
Review the questions clients see against the work described in their proposal, before a mismatch creates extra back-and-forth.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form Items
This tool retrieves all items (questions) for a specific form using the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/items endpoint. it is an independent action that only requires the form directory (obtainable via formsite list all forms) to retrieve the structure and details such as item ids, question types, text, answer choices, required status, and other properties.
Why this helps
Forms can ask for outdated or irrelevant details that do not match the proposal the client just reviewed.
- Compare actual form questions with the proposal's described work.
- Catch stale questions before they confuse clients.
- Reduce clarification messages caused by mismatched intake.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Formsite to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis to review form questions against proposal scope.
- 3Describe the desired alignment check in one plain-language instruction.
- 4Choose a recurring schedule and channel for run reports.
- 5Test with one real proposal and its related form.
Questions about this workflow
Will the workflow edit questions?
No. Get Form Items retrieves question structure and details for review; it does not change the form.
Can it check required fields too?
Yes. The returned item details include required status, which Notis can include in its review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Formsite. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Formsite actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Form Details
This tool retrieves detailed information about a specific form in formsite. it provides comprehensive details including the form's internal description, directory identifier, name, publishing information (embed code and form link), current state (e.g., "open"), and statistics (file size and number of results).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Form Items
This tool retrieves all items (questions) for a specific form using the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/items endpoint. it is an independent action that only requires the form directory (obtainable via formsite list all forms) to retrieve the structure and details such as item ids, question types, text, answer choices, required status, and other properties.
Get Form Results
This tool retrieves the latest form results from a specified formsite form. it uses the get https://{server}.formsite.com/api/v2/results/latest endpoint to fetch results independently, handling required parameters such as form id, limit, page, and sort direction without referring to external resource ids.
Get Form Webhooks
This tool retrieves all webhooks configured for a specific form in formsite. it uses the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/webhooks endpoint to fetch webhook configurations, including url, status, settings, and triggers.
List All Forms
This tool retrieves a list of all forms in the user's formsite account. it provides essential information such as form id, form name, form directory, creation date, last modified date, status, access level, and other metadata. it serves as a foundational tool for further operations.
Connect any two apps with Notis in the middle.
Bidsketch and Formsite, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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