Keep signed documents moving with Dart follow-up tasks
When an ActiveMerge signature workflow finishes, give the next step a home in Dart.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
A signed document can still leave someone responsible for filing it, notifying a client, or completing another step. Those follow-ups are easy to lose between tools.
- Create a Dart task from a completed signature workflow.
- Include the document link and context provided in the webhook.
- Make the next owner and action easier to spot.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dart once in the Notis portal.
- 2Create an automation and describe the follow-up task you want from a completed signature workflow.
- 3Pick the webhook trigger and arrange for the completion notice to start it.
- 4Choose where run reports go, then test with one real completed signature example.
Questions about this workflow
Does ActiveMerge have a built-in trigger here?
No ActiveMerge trigger event is listed. Notis starts this workflow from a webhook request.
What information should the webhook include?
Provide the completion context and a document link if you want Notis to include them in the Dart task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dart. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
ActiveMerge and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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