Keep agreement values connected to reporting
Record the values your agreement workflow supplies so they can be reviewed alongside relevant business metrics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Why this helps
Agreement amounts can be left out of reporting when someone has to retype them after document completion.
- Record supplied agreement amounts in a dataset.
- Reduce manual re-entry after agreement completion.
- Make agreement records easier to review with other business data.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and describe which agreement value details to record.
- 3Choose a webhook trigger and send the values in an HTTP request when the workflow is ready.
- 4Choose where Notis run reports should go.
- 5Test with one real agreement record and check ingestion status.
Questions about this workflow
Does this calculate revenue recognition?
No. It records the value and other fields supplied by the request. Any accounting treatment requires separate data and rules.
Can this report values by customer?
It can include a customer identifier or category if the sender supplies it and the dataset accepts the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Databox. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
ActiveMerge and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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