See available forms when a deal changes stage
Bring your Cabinpanda form inventory into the moment a deal moves forward, so the next step is easier to choose.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Finding the right form during a deal handoff adds another search and another chance to miss a step.
- Retrieve the available form list at a deal milestone.
- Reduce tool switching during sales handoffs.
- Make form selection easier when the returned inventory includes useful names or metadata.
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.
- 3Describe what form information the team should review at a deal stage change in one instruction.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and confirm the form list is useful.
Questions about this workflow
Will Notis automatically select or send a form to the deal contact?
No. The selected action lists forms. Your instruction can ask Notis to summarize the returned list, but this action does not send or submit a form.
Can the list show which form fits a particular stage?
Notis can assess the returned form information against criteria you provide. Any suitability details not present in the list must be supplied separately.
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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