Check form details when a deal moves forward
Keep your deal process and intake questions aligned by reviewing the relevant Cabinpanda form at a stage change.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Form questions can fall out of step with a deal process, and nobody remembers to check them at the right moment.
- Surface form fields and labels at a defined deal milestone.
- Reduce manual searching for form metadata during handoffs.
- Give the team a timely prompt to review whether questions remain relevant.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cabinpanda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, name the Cabinpanda form and describe what to review when a deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and check the retrieved form details.
Questions about this workflow
Will this edit the Cabinpanda form?
No. The selected action retrieves form details. It can support a review, but it does not change the form.
How does Notis know which form to inspect?
Name or otherwise identify the form in your plain-language instruction. The workflow needs a form id or another supported way to identify it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cabinpanda. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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