Create a dataset for contract reporting
Set up a structured place for agreement records before your team begins sending them to Databox.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset
Creates a dataset in Databox.
Why this helps
A reporting workflow cannot consistently store contract records until the dataset structure exists.
- Create a dataset dedicated to agreement records.
- Use supplied primary keys to identify unique records.
- Prepare a destination for later contract data ingestion.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and describe the dataset title, data source ID, and primary keys to use.
- 3Choose a webhook trigger and send the setup request when the dataset is ready to be initialized.
- 4Choose where Notis run reports should go.
- 5Test with the real source ID and key fields, then confirm dataset creation.
Questions about this workflow
Does this create the Databox data source too?
No. Provide an existing data source ID. Creating the source uses a separate action.
What are primary keys for?
They identify unique records in the dataset. Choose key values that match the records you plan to send.
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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