Turn ActiveMerge document requests into ClickUp tasks
Capture each incoming document request as a ClickUp task, with the context your team needs to pick it up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a task
Creates a new task in a ClickUp list, optionally as a subtask.
Why this helps
Document requests can arrive separately from the project work, making them easy to overlook or hard to trace.
- Keep document work in the team's task flow.
- Include the request details sent with the webhook.
- Reduce manual task creation and context switching.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to create a ClickUp task for each incoming document request and include the request context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real document request to test the workflow.
Questions about this workflow
Does ActiveMerge need a trigger event in Notis?
No. ActiveMerge has no listed trigger events here. A Notis webhook starts the automation when an external tool sends an HTTP request.
What information can the task include?
Notis can use the request details included in the webhook. Any information not sent there must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clickup. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a dependency that makes a task wait on or block another task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions.
Add guest to list
Shares a list with an existing guest and grants them specified permissions.
Add guest to task
Assigns a guest to a task with specified permissions.
Add tags from time entries
Associates tags with one or more time entries.
Add tag to task
Adds an existing tag to a task.
Add task link
Links two existing tasks.
Add task to list
Adds an existing task to an additional list.
Connect any two apps with Notis in the middle.
ActiveMerge and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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