Check existing form responses for a new contact
Before you ask for information again, have Notis retrieve responses from the Cabinpanda form your team uses for intake.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List form submissions
Tool to retrieve a list of all submissions for a specific form. use after obtaining the form id to review its submissions.
Why this helps
People repeat questions because existing form responses are scattered or hard to find during contact follow-up.
- Make available responses easier to review during a new-contact handoff.
- Help reduce repeat requests when the returned data can identify a matching contact.
- Bring form responses into a timely follow-up workflow.
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 which Cabinpanda form to check and how to review returned responses in one instruction.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and confirm the response data supports the review you want.
Questions about this workflow
Can the workflow guarantee it finds responses belonging to that contact?
Only if the submission data returned includes information that can identify the person and the instruction can use it. If that information is absent, Notis cannot establish a match.
Does this create or submit a form response?
No. The selected action lists existing submissions for a specific form.
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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