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Notis

Convert completed ActiveMerge documents to PDF

When an ActiveMerge document is ready, send its file URL to Notis and get a PDF conversion underway without switching tools.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

Why this helps

A signed document can be ready in ActiveMerge but still need a separate conversion step before it is easy to share or archive.

  • Start a PDF conversion from an ActiveMerge file URL delivered to a Notis webhook.
  • Keep the conversion prompt focused on completed documents.
  • Get a Notis run report with the conversion result or any issue.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Conversion tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that each webhook request's document URL should be converted to PDF using Conversion tools.
  • 4Choose the notis_webhook trigger and copy its endpoint for the ActiveMerge process that sends the request.
  • 5Choose a report channel, test with one real document URL, and review the run report.

Questions about this workflow

Does ActiveMerge provide a built-in trigger for this workflow?

No. This workflow uses a Notis webhook. Configure the ActiveMerge process or an external sender to send an HTTP request with the document URL.

What happens after the conversion task starts?

Conversion tools creates a task. The automation can report the task result; downloading the converted file requires a completed task and its file ID.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Conversion tools. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Conversion tools actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

ActionInstant

Download Converted File

Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.

ActionInstant

Get Auth Info

Retrieves information about the authenticated user, including their email address.

ActionInstant

Get Conversion Config

Lists available conversion types and their options.

ActionInstant

Get File Info

Retrieves a stored file’s metadata and, for text files, a preview without using quota.

ActionInstant

Convert Word to Text

Converts a Word document to plain text.

ActionInstant

Get Task Status

Retrieves a conversion task’s status and, when successful, its result file ID.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Conversion tools, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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