Create a Cats portal handoff brief automatically
Give the next owner the request and portal context in one readable handoff.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
Handoffs fail when the receiving person must reconstruct context from scattered messages and tools.
- Makes handoffs clearer
- Reduces repeated explanations
- Keeps ownership transitions moving
Setup
Build it in a few focused steps.
- 1Connect Typeform and Cats in Notis.
- 2Create an automation for portal handoff briefs.
- 3Describe the outcome: read the response, retrieve Cats portal metadata, and write a concise handoff with next questions.
- 4Choose New Form Response as the trigger.
- 5Select a report channel and test with one handoff request.
Questions about this workflow
Can the brief assign an owner?
Only if the response or instruction provides an owner; the workflow does not invent one.
Is the brief sent to the respondent?
It is posted to the report channel you choose during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Cats. A trigger fires from one place; an action lands in another.
Typeform triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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