Keep document workflow exceptions visible
Give exceptions a clear reporting trail using the status and details your workflow sends.
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
An exception can be missed when its details stay buried in a document workflow and nobody records it for follow-up.
- Create a dataset record for each supplied exception.
- Review exception status and categories when those values are provided.
- Make follow-up lists easier to build from consistent records.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and describe the exception details to record.
- 3Choose a webhook trigger and send an HTTP request when the workflow identifies an exception.
- 4Choose where Notis run reports should go.
- 5Test with one real exception example and verify the ingested record.
Questions about this workflow
Can this alert someone about an exception?
The selected action records data in Databox. It does not send a separate notification; use a reporting view or another workflow for alerts.
What if the workflow has no exception category?
The record can include the details that are supplied. A category must be provided in the request if you want to report by category.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Databox.