Understand which template workflows are used
Record the template activity your team cares about and review it alongside the rest of your business data.
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
Without a shared record of template usage, teams may not know which document workflows need attention.
- Keep template activity in a reporting dataset.
- Compare usage records over time when the source supplies dates or periods.
- Give workflow reviews a consistent record to work from.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and describe which template usage details to record.
- 3Choose a webhook trigger and have ActiveMerge send the template activity in an HTTP request.
- 4Choose where Notis run reports should go.
- 5Test with one real template usage example.
Questions about this workflow
Can this identify the most popular template?
It can record template identifiers and usage information supplied in the request. Databox can report on fields that are present in the ingested dataset.
Does ActiveMerge send the webhook by itself?
The package uses a Notis webhook because ActiveMerge exposes no trigger event here. Configure a sender to make the HTTP request when the relevant activity occurs.
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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