Keep public ActiveMerge template pages in Cody
Send a public template URL to Notis and make the page available in Cody for company reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Why this helps
Useful template instructions can be scattered across public pages and internal knowledge.
- Add public template pages to Cody from a URL.
- Give teammates one place to search workflow reference material.
- Avoid copying page content by hand.
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 import each received public ActiveMerge template URL into Cody.
- 4Choose the webhook trigger and arrange for the template process to send its public URL in an HTTP request.
- 5Choose a report channel, then test with one real, publicly accessible template page.
Questions about this workflow
Can Cody import pages that require a login?
No. Cody's webpage import requires a publicly accessible URL without login. A page blocked by a firewall may also fail.
Does ActiveMerge send the webhook itself?
No ActiveMerge trigger event is provided here. An external process must send Notis the URL when the template page is ready.
Will this import a private ActiveMerge file?
This workflow uses Cody's webpage import action, which is for public webpage URLs. Use a supported file upload action for a file supplied through a webhook instead.
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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