Keep your Basin form inventory easy to review
Get a regular list of your Basin forms without remembering to open another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Tool to retrieve a list of all forms. use after authentication to fetch all your forms.
Why this helps
Forms can accumulate over time, making it harder to keep track of what is active and worth reviewing.
- See the available forms in one scheduled report.
- Reduce manual dashboard checks.
- Use the inventory as a prompt for a lightweight form review.
Setup
Build it in a few focused steps.
- 1Connect Basin once in the Notis portal.
- 2Create an automation and name it for the form inventory.
- 3Tell Notis to retrieve the available Basin forms and summarize the inventory for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the listed forms are relevant.
Questions about this workflow
Does this change or delete forms?
No. It retrieves the form list and reports it for review.
Can it report form details too?
This workflow uses the available forms list action. Detailed metadata requires a form ID and a separate details action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Basin. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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."
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.
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.
Hubspot and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Basin.