Turn a client welcome into structured onboarding
When you send a new client a welcome email, let Notis turn its context into an onboarding form for gathering the remaining setup details.
Trigger
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.
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
Client onboarding often starts with a welcome message, then turns into a scattered list of follow-up questions.
- Collect onboarding details in one structured place.
- Tailor questions to the client context already discussed.
- Reduce repeated clarification emails.
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 client onboarding.
- 3In one instruction, ask Notis to create a Cabinpanda onboarding form from sent welcome emails and include only details needed to onboard the client.
- 4Pick Email Sent as the trigger.
- 5Choose where run reports go, then test with one real welcome email.
Questions about this workflow
Can Notis distinguish a welcome email from other sent messages?
The trigger is any email sent by the authenticated user. Use your instruction to describe the welcome email signals that should lead to a form.
Does creating the form complete onboarding?
No. This creates a form to collect details. You still review responses and complete any remaining onboarding work.
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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