Make signed ActiveMerge documents searchable in Cody
When a signed document is ready, send the file to Cody and keep it close to the knowledge your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document From File
Creates a knowledge base document from an uploaded file.
Why this helps
Signed agreements can be difficult to find when they stay buried in file storage or email.
- Add completed agreements to Cody without manually uploading each file.
- Keep signed documents available for company knowledge searches.
- Use a webhook payload to include useful context such as the document name or agreement type.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cody in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to add each received signed document file to Cody with its supplied context.
- 4Choose the webhook trigger and arrange for the completed-file process to send it an HTTP request.
- 5Choose a report channel, then test with one real signed file.
Questions about this workflow
How does this workflow start?
A webhook starts it when an external process sends Notis an HTTP request. ActiveMerge has no listed trigger event, so the request must be sent by a process that can notify Notis when a file is ready.
What files can Cody accept?
Cody's Create Document From File action supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, and docm files up to 100 MB. Processing is asynchronous.
Does the workflow sign or store the document in ActiveMerge?
No. It adds a file to Cody's knowledge base. Signing and ActiveMerge file storage happen outside this Cody action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cody. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
ActiveMerge and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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