Prepare Basin form audits from email
Start a form inventory review directly from the audit request in your inbox.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Forms
Tool to retrieve a list of all forms. use after authentication to fetch all your forms.
Why this helps
Audits stall when someone must manually open Basin and gather the current form list first.
- Start audits faster
- Reduce context switching
- Create a clear review trail
Setup
Build it in a few focused steps.
- 1Connect Outlook and Basin in Notis once.
- 2Create an automation asking Notis to retrieve Basin forms when an authorized audit request arrives.
- 3Pick New Outlook Message as the trigger and choose a report channel.
- 4Test with one audit request and review the returned form inventory.
Questions about this workflow
Does this change any forms?
No. It retrieves the form inventory for review.
Can the audit be limited to a project?
Ask Notis to focus the review when the request provides project context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Basin. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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."
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Basin.