Check ActiveMerge document requests against Boloforms
Send a document request to Notis and get a quick read on whether Boloforms already has a likely match.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Busy teams can lose time searching document lists by hand and may miss an existing file that answers a request.
- Find likely existing documents before starting another document workflow.
- See which request details were matched and which remain unclear.
- Receive a compact report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Boloforms once in the Notis portal.
- 2Create an automation in Automations by naming it and describing the outcome.
- 3In plain language, ask Notis to compare each incoming document request with the Boloforms document list and report possible matches and missing details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Send one real request as a test and review the match report.
Questions about this workflow
Does ActiveMerge start this workflow through a built-in event?
No. ActiveMerge has no trigger events listed here. A webhook starts the workflow when an external tool or custom backend sends an HTTP request.
Will this workflow create or send a document?
No. Its listed Boloforms action retrieves the document list. Notis can analyze the returned list and report likely matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boloforms. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Lists documents in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
ActiveMerge and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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