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Notis

Put document context beside the approval record

Keep the note that matters with the Airtable record your team already uses to track a document workflow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Comment

Creates a new comment on a specific record within an airtable base and table.

Why this helps

Important instructions can get buried in messages while the approval record stays out of date.

  • Keep request context attached to its record.
  • Make handoffs clearer for reviewers.
  • Avoid searching separate conversations for key notes.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Airtable once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe in one instruction what context from the request should be added as a record comment.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real document workflow and record.

Questions about this workflow

Can it comment without an existing record?

No. The Airtable action requires a specific existing record in a base and table.

Where does the comment content come from?

Use information supplied in the webhook request. Any missing context must be provided by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Airtable. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Airtable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Airtable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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