Make document review the next clear step
When a template-based document is ready, create a focused Dart task for its review.
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
Documents awaiting review can sit in storage without a visible owner or a clear next action.
- Create a dedicated task for each review request.
- Include document and timing details present in the webhook.
- Give review work a visible place in the team's task list.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dart once in the Notis portal.
- 2Create an automation and describe the review task to create from a ready notice.
- 3Pick the webhook trigger and arrange for the review-ready notice to start it.
- 4Choose where run reports go, then test with one real document review request.
Questions about this workflow
Does this send the document for signature?
No. This workflow creates a Dart review task. ActiveMerge handles its own document and signature workflows.
Can a deadline be included?
Include a deadline in the webhook context if you want the task to reflect one.
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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