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Resolve a document contact from a supplied UUID

When a document event includes a Dailybot user UUID, retrieve that user's details to support a clear handoff.

Trigger

Webhook received

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

Action

Find User by UUID

Retrieves a DailyBot user's details by UUID.

Why this helps

A document workflow can carry an identifier that is hard to interpret without looking up the person behind it.

  • Retrieve user details using the UUID provided in the event.
  • Give downstream decisions more useful user context.
  • Avoid manually searching for a person across tools.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Dailybot once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel what information to retrieve.
  • 3Ask Notis to look up the Dailybot user using the UUID supplied in the document event.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Test with one real event containing a valid Dailybot user UUID.

Questions about this workflow

Can the workflow infer a UUID from a document name?

No. The UUID must be supplied by the event or by the user; the listed action looks up a user by UUID.

What information can the lookup return?

The action description says it can return user identity, profile, chat platform, and organization details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveMerge triggers

Dailybot actions

Recurring trigger

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

TriggerScheduled

Find User by UUID

Retrieves a DailyBot user's details by UUID.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Check-in

Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.

ActionInstant

Find Workflow by Name

Finds DailyBot workflows by name.

ActionInstant

Get All Users

Retrieves users in the authenticated DailyBot organization.

ActionInstant

Give Kudos to Users

Gives kudos to one or more DailyBot users.

ActionInstant

Send Message

Sends a message to DailyBot users or channels.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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