Give every completed document package a clear home in Box
When ActiveMerge finishes a client-ready document package, send a webhook to Notis and create a Box folder with the project details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create folder
Creates an empty folder inside another folder.
Why this helps
Finished documents can land without a clear place to organize related files, leaving founders to create folders and reconstruct context by hand.
- Create a consistent project home as soon as a package is ready.
- Reduce manual folder setup and naming decisions.
- Keep the originating project context with the Box folder request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge's webhook sender and Box to Notis once in the portal.
- 2Create an automation in Notis and name it for client folder creation.
- 3Tell Notis to create a Box folder using the client and project details in the incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real completed document package.
Questions about this workflow
How does ActiveMerge start this workflow?
Configure the external system that knows a document package is ready to send an HTTP request to the Notis webhook.
Where does the folder get created?
The request should include enough context to identify the Box parent folder. Tell Notis to create the new folder there.
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.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
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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