Keep booking intake forms on your radar
A periodic form inventory helps you remember what intake forms exist when you revisit the customer journey from purchase to appointment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Form Definitions
Tool to retrieve all form definitions in a SuperSaaS account with their IDs and names. Use when you need to list available forms or get form IDs for other operations.
Why this helps
Forms can quietly accumulate or become hard to locate, making it difficult to know which one supports a particular service order.
- See available forms in one recurring report.
- Make periodic intake-process reviews easier.
- Spend less time locating configuration details.
Setup
Build it in a few focused steps.
- 1Connect Order Desk and SuperSaaS to Notis once in the portal.
- 2Create a quarterly automation in the portal or ask Notis to review the form list on a recurring basis.
- 3Write one plain-language instruction asking Notis to list SuperSaaS form definitions and report their names and IDs.
- 4Choose a quarterly cron trigger and a channel for run reports.
- 5Run a sample and verify the report helps identify the forms used for service intake.
Questions about this workflow
Does this edit or retire forms?
No. The available action only lists form definitions.
Why use a recurring review?
It creates a predictable reminder to review the forms associated with appointment intake after your services or order flows change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Order Desk to Supersaas. A trigger fires from one place; an action lands in another.
Order Desk triggers
Supersaas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
Tool to create a new user in SuperSaaS. Use when you need to add a user to the account. The username is required; all other fields are optional. If a foreign_key is provided, SuperSaaS will use it instead of generating its own ID. Set duplicate='raise' to prevent creating duplicate users with the same foreign key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
Tool to delete a SuperSaaS user by their ID. Use when you need to permanently remove a user from the system.
Get User
Tool to read a single user by ID from SuperSaaS. Use when you need to retrieve detailed information about a specific user.
List Field List
Tool to retrieve available fields on Schedule or User objects. Use when you need to discover what custom fields are configured for a schedule or user profile.
List User Groups
Tool to retrieve all user groups defined in a SuperSaaS account. Use when you need to list groups for managing user access or organizing users.
List Promotions
Tool to list all promotional coupon codes in the account or retrieve a single promotion by code. Use when you need to view available promotions or check details of a specific promotion code.
List Schedules
Tool to retrieve all schedules in a SuperSaaS account with their IDs and names. Use when you need to list available schedules or get schedule IDs for other operations.
List Form Definitions
Tool to retrieve all form definitions in a SuperSaaS account with their IDs and names. Use when you need to list available forms or get form IDs for other operations.
Connect any two apps with Notis in the middle.
Order Desk and Supersaas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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