Give promising project leads a clear next step
Turn an inbound project inquiry into a structured intake form that helps you gather the details needed for a useful first conversation.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Why this helps
Lead details arrive in unstructured emails, and follow-up questions can stretch across several threads.
- Gather project context in a consistent format.
- Spend less time composing the same discovery questions.
- Keep intake responses separate from email threads.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cabinpanda once in the Notis portal.
- 2Create an automation in Notis and name it for project lead intake.
- 3In one instruction, ask Notis to create a project-specific intake form based on a new inquiry, using only relevant non-sensitive details.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose where run reports go, then test with one real project inquiry.
Questions about this workflow
Can each form reflect the kind of project the lead described?
Yes. In your instruction, ask Notis to use the inquiry to shape relevant questions. The available Cabinpanda action creates a form; it does not submit or send it to the lead.
Does this send the form to the lead?
No. The listed action creates the form. You can review the run report and share the form through your usual process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Cabinpanda. A trigger fires from one place; an action lands in another.
Gmail triggers
Cabinpanda 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 with specified fields and settings. use before collecting submissions to define form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a specific form by its id. use after confirming the target form exists and is safe to remove.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Gmail and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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