Catch form readiness gaps before a proposal handoff
Check that the form you plan to share is open and has the right publishing details before a client is waiting on it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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).
Why this helps
A handoff can stall when the proposal is ready but the supporting form is closed, unpublished, or hard to locate.
- See form status and publishing information during proposal handoff prep.
- Notice closed or incomplete forms before sharing them with a client.
- Keep the proposal-to-onboarding transition easier to manage.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Formsite to Notis once through the portal.
- 2Create an automation or tell Notis to audit forms associated with proposals nearing handoff.
- 3Describe the form matching and readiness checks in one plain-language prompt.
- 4Choose a weekly schedule and run-report channel.
- 5Test with a real handoff form and verify its status and link.
Questions about this workflow
Does this publish or reopen the form?
No. The available action reads form details, including current state and publishing information.
What should count as ready?
State your readiness criteria in the instruction, such as an open status and an available form link.
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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