Keep document operations aware of available forms
Have a current list of forms ready for recurring planning so people can find an existing intake before requesting another.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all forms
Lists all forms created by the authenticated user.
Why this helps
Without a regular inventory, teams can overlook forms they already have and spend time recreating intake flows.
- Fetch the authenticated user's current Byteforms form list on a schedule.
- Provide a recurring inventory in the run report.
- Make it easier to spot an existing form before planning a new document intake.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Byteforms once in the Notis portal.
- 2Create an automation named Scheduled Document Operations Form Inventory.
- 3Tell Notis to fetch all Byteforms forms and summarize their names and available details in the run report.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Run once with a real account and confirm the inventory is useful.
Questions about this workflow
Does the schedule read ActiveMerge templates?
No. The listed Byteforms action fetches forms from Byteforms. ActiveMerge has no listed trigger or fetch action in this workflow context.
How often should it run?
Choose a recurring schedule that matches your form review routine; this workflow does not require a specific cadence.
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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