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Convert ActiveMerge Excel files to CSV

Turn an Excel file into a CSV from the document URL ActiveMerge sends to Notis.

Trigger

Webhook received

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

Action

Convert Excel to CSV

Why this helps

A spreadsheet that needs to move into another tool often requires a repetitive export before anyone can use it.

  • Convert Excel files from a file URL or uploaded file ID.
  • Trigger the conversion from a Notis webhook request.
  • Get a report of the conversion outcome in your chosen channel.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Conversion tools once in the Notis portal.
  • 2Create a new automation and name it for spreadsheet CSV export.
  • 3In one instruction, tell Notis to convert the Excel file URL in each webhook request to CSV.
  • 4Pick the notis_webhook trigger and have the ActiveMerge process or sender post the file URL.
  • 5Select a report channel, then test with one real Excel file URL.

Questions about this workflow

Does the workflow need an Excel file ID or URL?

The action accepts an Excel file provided by local upload or URL. For a webhook flow, pass a usable file URL in the request.

Can the same workflow also create an HTML table?

The listed action for CSV is specific to CSV output. Use the separate Excel to HTML action for an HTML table.

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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