Move signed document work into an Agiled project
When a signed ActiveMerge document starts new work, send the project brief to Agiled through Notis and keep the next steps together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
A signed agreement can start a project, but copying its details into a project tracker adds busywork and delays the kickoff.
- Create a project from the details available in the webhook request.
- Summarize the agreement into a concise project brief.
- Keep signed-document follow-through in Agiled.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe how a signed-document request should become an Agiled project.
- 3Pick the webhook trigger and arrange for ActiveMerge or your connected service to send the request to Notis.
- 4Choose where run reports should go, then test with one real signed-document example.
Questions about this workflow
Does ActiveMerge provide a native trigger for this workflow?
No ActiveMerge trigger event is listed here. The workflow starts with a Notis webhook when an HTTP request reaches Notis.
What information should the request include?
Include the project details you want Notis to use, such as a name, summary, dates, or status. The available request data determines what can be included.
Does this workflow sign the document?
No. It responds to a webhook request and creates an Agiled project. The available Agiled action does not sign or update ActiveMerge documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agiled. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
ActiveMerge and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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