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Notis

Put an approved document in its delivery location

Use a webhook to tell Notis when a document is approved, then copy the identified Box file to the destination folder in the request.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Copy file

Creates a copy of a file.

Why this helps

Approved documents can remain in working folders while someone manually makes a delivery copy and locates the destination.

  • Reduce manual file-copy steps after approval.
  • Keep the source file unchanged.
  • Use the approval request to identify the destination.

Setup

Build it in a few focused steps.

  • 1Connect the external webhook sender and Box to Notis once.
  • 2Create an automation for approved document delivery.
  • 3Tell Notis to copy the identified Box file into the destination folder named in the request.
  • 4Choose the webhook trigger and where run reports go.
  • 5Test with one approved file and confirm the copy appears in the intended folder.

Questions about this workflow

Does copying change the original file?

No. The Box action creates a copy of a file.

Does ActiveMerge provide an approval trigger?

No ActiveMerge trigger events are listed. An external system must send the webhook when approval is confirmed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Box. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Box actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add classification to file

Adds a classification label to a file.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification label to a folder.

ActionInstant

Add domain to list of allowed collaboration domains

Allows a domain for inbound, outbound, or two-way enterprise collaboration.

ActionInstant

Add initial classifications

Sets up an enterprise’s initial classification options.

ActionInstant

Add or update user avatar

Adds or updates a user’s avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds or updates a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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