Set up a dedicated document operations data source
Give document workflow reporting a clear home in Databox when your account and reporting setup are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data Source
Creates a data source in Databox.
Why this helps
Operational records are harder to maintain when new reporting data has no agreed source container.
- Create a logical container for document workflow datasets.
- Keep document operations reporting distinct and understandable.
- Use the returned source identifier in later dataset setup.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and instruct it to create a Databox data source with the provided account, title, and timezone.
- 3Choose a webhook trigger and send the setup request when the reporting source is approved.
- 4Choose where Notis run reports should go.
- 5Test with the real Databox account details and confirm the source was created.
Questions about this workflow
Can Notis choose the account automatically?
The action requires an account ID. Supply the correct account details in the webhook request or instruction.
Does this also create a dataset?
No. This action creates a data source container. Dataset creation is a separate Databox action.
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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