Create an intake form from a new Coda document
Turn a fresh planning document into a ready intake path.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Why this helps
Teams create planning docs but forget to create the form that gathers the next inputs.
- Gets intake ready at project kickoff
- Uses document context for form naming
- Cuts repetitive configuration work
Setup
Build it in a few focused steps.
- 1Connect Coda and Basin in Notis once.
- 2Create an automation for document-driven intake forms.
- 3Tell Notis to create a Basin form using the new document context, including a useful name and any known timezone or project association.
- 4Pick the New Coda Document trigger and select a report channel.
- 5Test with one real document.
Questions about this workflow
Can the form include fields from the document?
Notis can use the document context to describe the form setup, but field mapping must be supplied in your instruction if needed.
Can the form be associated with a Basin project?
Yes, when the relevant project is known or can be identified from the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Basin. A trigger fires from one place; an action lands in another.
Coda triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
New Coda Document Trigger
Triggers when a new Coda document is created.
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Coda and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Basin.