Turn an ActiveMerge request into a Cabinpanda form
A document workflow needs information first. Send its request to Notis and have Cabinpanda prepare a form to collect it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Form
Creates a form from a template.
Why this helps
When a document workflow needs new information, stopping to build a form can slow the work and leave a request incomplete.
- Prepare an intake form as soon as a request arrives.
- Keep the form purpose tied to the document workflow that needs it.
- Reduce setup steps before collecting responses.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cabinpanda once in the Notis portal.
- 2Create an automation by telling Notis to create a Cabinpanda form for each incoming ActiveMerge request, using the request details to define its purpose and fields.
- 3Pick a webhook trigger and configure ActiveMerge to send the relevant request to its Notis webhook.
- 4Choose where Notis should send run reports.
- 5Test with one real request and review the created form.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No ActiveMerge trigger event is listed. Start it with a Notis webhook and have the relevant ActiveMerge workflow send an HTTP request to that webhook.
Can Notis infer the fields for the new form?
Notis can use the details supplied in the request and your instruction. Include the information the form should collect; do not expect unavailable fields to be inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cabinpanda. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a form from a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Irreversibly deletes a form.
Delete Integration
Deletes an integration configuration from a form.
Get Form Details
Retrieves details about a specific form.
Get Integration Details
Retrieves detailed information about a specific integration.
Get Profile
Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.
List Forms
Lists all forms associated with the account.
List Integrations
Lists all integrations associated with the account.
Connect any two apps with Notis in the middle.
ActiveMerge and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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