Turn generated documents into clear approval requests
Give each document that needs a decision a simple place for reviewers to respond.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Form
Creates a new form.
Why this helps
A generated document can be ready while the approval request and reviewer instructions are still waiting to be written.
- Create an intake form when an ActiveMerge workflow signals that a document needs review.
- Keep the approval request separate from the generated file.
- Reduce the manual step of setting up a review form.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Basin once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want in plain language.
- 3In one instruction, ask Notis to create a Basin form when it receives a request from the ActiveMerge workflow that prepares documents for review.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real document review request sent to the Notis webhook.
Questions about this workflow
Does ActiveMerge provide a native trigger for this workflow?
No. ActiveMerge has no listed trigger events, so Notis starts this workflow when it receives an HTTP request.
What form settings can the Basin action support?
The Create Form action can set a name, timezone, and project association, with optional redirect, notifications, or spam protection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Basin. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Creates a webhook for a form.
Create Project
Creates a new project for organizing forms.
Delete Form
Permanently deletes a form; this action cannot be undone.
Delete Submission
Permanently deletes a form submission after its ID is confirmed.
Delete Project
Deletes a project.
Delete Webhook
Deletes a form webhook.
Get Domains
Lists the custom domains linked to your account.
Connect any two apps with Notis in the middle.
ActiveMerge and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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