Collect the details for every signature packet
Start from the packet request and give people one clear place to submit the information needed to prepare it.
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
Packet requests can arrive without key details, sending founders back and forth to fill gaps before a document is ready.
- Create a form from the requirements included in a webhook request.
- Collect missing information before preparing a signature packet.
- Keep each request's form focused on its stated purpose.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Byteforms once in the Notis portal.
- 2Create an automation named Signature Packet Intake Form.
- 3Tell Notis to create a Byteforms form from the requirements in each incoming packet request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Send one real request to the webhook and review the created form.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No. ActiveMerge has no listed trigger events. A webhook starts this workflow when an external tool or backend sends a request to Notis.
What should the webhook request contain?
Include the packet purpose and the information people need to provide. Notis can use only the details present in the 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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