Gather document details in one form
Turn the fields needed for a template into a focused form that people can complete before document generation begins.
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
Template preparation stalls when the information needed to fill a document is scattered across messages and notes.
- Build a form around requirements stated in the incoming request.
- Give submitters a single place to provide template details.
- Reduce repeated requests for information before document generation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Byteforms once in the Notis portal.
- 2Create an automation named Document Template Data Collection.
- 3Tell Notis to create a Byteforms form from the template requirements in each webhook request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Send one real template request and inspect the resulting form.
Questions about this workflow
Can this workflow inspect an ActiveMerge template automatically?
The listed ActiveMerge context provides no trigger events or template-fetch action. Include the template requirements in the webhook request for Notis to use.
Can I use this for different templates?
Yes. Include the relevant template purpose and required details in each request so the created form matches that request.
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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