Bring the right request details into the workflow
Use the record identifier provided with the webhook to retrieve the request details you need for the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Record
Retrieves a specific record from a table within an airtable base.
Why this helps
Copying request details from Airtable into each document workflow adds friction and invites mistakes.
- Retrieve the details already saved for a request.
- Reduce repeated searching and copying.
- Keep the workflow anchored to a specific Airtable record.
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 which Airtable record to retrieve using the identifier supplied to the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real record identifier.
Questions about this workflow
What does the webhook need to include?
It needs to provide the Airtable record identifier and enough context for Notis to use the right base and table.
Can it retrieve a record that does not exist?
No. The record must already exist in the specified Airtable table.
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.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
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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