See which document requests are ready to move
Bring the relevant Airtable request details into the workflow so you can review readiness without switching between tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Founders often have to hunt through a table to see whether a document request has the information needed to proceed.
- Review relevant request records in the same workflow.
- Spot missing information earlier.
- Reduce time spent searching Airtable manually.
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 requests to retrieve and how Notis should summarize them.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the Airtable query returns useful records.
Questions about this workflow
Can Notis identify missing fields?
Notis can analyze the returned data. Tell it which required details matter; any requirements not represented in Airtable must be supplied in the instruction.
Does this generate the document?
This workflow retrieves Airtable records for review. It does not use an ActiveMerge action event.
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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