Find the Dailybot workflow tied to a document event
Use a workflow name already present in an event to retrieve its current Dailybot details and status.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Workflow by Name
Finds DailyBot workflows by name.
Why this helps
Teams can lose time checking workflow status when a document process references a named Dailybot workflow.
- Retrieve workflow details using the supplied name.
- Make workflow status easier to check in context.
- Avoid manually switching tools to search for a referenced workflow.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dailybot once in the Notis portal.
- 2Create an automation or tell Notis from any channel what workflow details to retrieve.
- 3Ask Notis to find the Dailybot workflow by the name included in the document event.
- 4Select the webhook trigger and a run-report destination.
- 5Test with one real event containing the exact Dailybot workflow name.
Questions about this workflow
Can this search find a workflow from document contents alone?
The action searches by workflow name. The event or user must supply that name.
What details does the lookup return?
The action description lists workflow ID, name, status, type, and created and updated dates.
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.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
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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