Look up a Chatfai character from an ActiveMerge request
Pass along a character ID from your document or e-signature process and get the corresponding public character details in a Notis report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Public Character By ID
Retrieves details of a public character by its ID.
Why this helps
A character ID in a template or workflow request is hard to use when the character details live in a separate app.
- Retrieve details for one public character using its ID.
- Keep the lookup tied to the document process that supplied the ID.
- Surface returned details in a Notis run report for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Chatfai once in the Notis portal.
- 2Create an automation and tell Notis to retrieve the public character whose ID arrives in the request.
- 3Pick the webhook trigger that receives the character ID.
- 4Choose where run reports should go.
- 5Test with one real public character ID.
Questions about this workflow
What does the lookup need?
It needs the unique ID of a public Chatfai character supplied in the webhook request.
Can this action search by character name?
No. The character detail action retrieves a single public character by ID. Use the separate search action when you need name or keyword discovery.
Does this workflow sign or merge documents?
No. ActiveMerge may send the request as part of its process, while this workflow retrieves character details from Chatfai.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Chatfai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Retrieves details of a public character by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Conversations
Lists conversations for the authenticated user.
Search Characters
Searches public characters by name or keyword.
Connect any two apps with Notis in the middle.
ActiveMerge and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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