Check the Docnify record when an ActiveMerge document is ready
Get the current Docnify document details at the point your ActiveMerge workflow hands it off, so the next step starts with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
A document can be generated or merged in ActiveMerge while its Docnify status and metadata remain out of sight, leaving you to search manually before acting.
- Look up a specific Docnify document from a webhook that includes its document ID.
- Review current state and metadata before deciding whether to proceed.
- Keep document handoffs from getting lost between tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to fetch the Docnify document whose ID arrives with the ActiveMerge handoff, then summarize its state and metadata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real handoff with a Docnify document ID to test the result.
Questions about this workflow
What does ActiveMerge need to send?
The webhook request needs to include the Docnify document ID. Notis uses that ID to fetch the document.
Does this send the document for signature?
No. It retrieves the Docnify document record so you can review its current state and metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docnify. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
ActiveMerge and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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