Record merged document updates on the job
Send the merge outcome and job reference to Notis, then add a useful summary to the matching Ascora job.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Teams can lose track of what a newly merged document contains and why it was created.
- Keep a searchable summary with the job.
- Make the reason for a document merge easier to understand later.
- Avoid switching between tools to add routine job context.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Ascora once in the Notis portal.
- 2Create an automation from any Notis channel or Automations, New Automation, and describe adding a short merge summary to the matching Ascora job.
- 3Choose the Notis webhook trigger and report channel; send the merge summary and job reference in the webhook request.
- 4Test with one real merged document and check the note on the intended Ascora job.
Questions about this workflow
Does the workflow attach the merged file?
This workflow adds a note. To attach a file, use a workflow with Ascora's Upload Attachment action and provide the file in the request.
What should the note include?
Provide the merge purpose and relevant job reference in the request so Notis can write a concise note on the matching job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Ascora. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
ActiveMerge and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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