Find the right Byteforms form during a handoff
Bring the current form list into a handoff report when a document workflow needs someone to choose an existing intake form.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all forms
Lists all forms created by the authenticated user.
Why this helps
Choosing an existing form can require leaving the document task, searching a separate tool, and rebuilding context.
- Fetch the forms available to the authenticated Byteforms user.
- Surface an inventory in the Notis run report for the handoff.
- Avoid creating a duplicate form when an existing one may fit.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Byteforms once in the Notis portal.
- 2Create an automation named ActiveMerge Handoff Form Inventory.
- 3Tell Notis to fetch all Byteforms forms and summarize the available choices in the run report.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Send one real handoff request and confirm the report lists the available forms.
Questions about this workflow
Does this create a form?
No. It uses the Get all forms action to fetch forms already created by the authenticated user.
Can the workflow identify which form is correct?
Not from the listed action alone. Provide the selection criteria in the webhook request if you want Notis to assess the returned list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Byteforms. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Byteforms 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.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
ActiveMerge and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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