Keep ActiveMerge document context with the Ashby candidate
Send the relevant details from a merged or generated document into a candidate note, ready for your team's review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Important details in candidate documents can be hard for the hiring team to find again during review.
- Keep supporting context next to the candidate profile.
- Reduce repeated searches through stored documents.
- Preserve a concise record for later review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to add the submitted document context as a note to the identified Ashby candidate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and verify the note on the intended profile.
Questions about this workflow
How does Notis know which candidate to update?
Include enough identifying information in the webhook request for Notis to locate the intended candidate. If it cannot identify one confidently, it should report the issue.
Does this upload the source document to Ashby?
No. The action creates a candidate note. Any document storage or linking must be handled separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Ashby. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
ActiveMerge and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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