Find documents relevant to an ActiveMerge work request
Put the request and the document inventory together in one review, so your next step is easier to see.
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
When a request arrives, finding the relevant document can mean switching between tools and scanning a long list.
- Use the incoming request to focus a review of the available document list.
- Get a short summary with relevant candidates and uncertainties.
- Keep the request and its review in one run report.
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 use the incoming request as context, retrieve Boloforms documents, and summarize likely relevant items with uncertainties.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real work request and verify that the report only relies on returned information.
Questions about this workflow
Does this workflow search inside every document?
The listed action retrieves a document list. The workflow should only claim details that appear in the returned list or the webhook request.
What starts the workflow?
An HTTP request sent to the Notis webhook starts it. ActiveMerge does not expose a trigger event in the available event list.
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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