Make document merge reviews easier to complete
Give reviewers a clear form for the decisions and details requested before a merged document moves ahead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create form
Creates a new form.
Why this helps
Review requests can be hard to act on when the decision needed and the supporting details are buried in a handoff.
- Create a form based on the review requirements in the request.
- Make the requested approval information easy to submit.
- Keep the review intake tied to the document merge purpose.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Byteforms once in the Notis portal.
- 2Create an automation named Document Merge Approval Form.
- 3Tell Notis to create a form for the review details specified in each merge request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Send one real merge review request and check the created form.
Questions about this workflow
Does this workflow approve or merge the document?
No. Its Byteforms action creates a form. The listed action events do not approve or merge ActiveMerge documents.
What information should a merge request provide?
It should state the review purpose and the details or decision the form needs to collect.
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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