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Notis

Review generated document history every week

Get a recurring snapshot of DocRaptor's document list without remembering to check it manually.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

Why this helps

Generated document history can be easy to overlook when attention is focused on the next task.

  • Retrieve a paginated JSON list of previously created documents.
  • Make document history a regular review task.
  • Have Notis summarize the returned metadata in a run report.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and DocRaptor once in the Notis portal.
  • 2Create an automation named Weekly document history.
  • 3Tell Notis to retrieve the DocRaptor document list and summarize its returned metadata for review.
  • 4Pick the recurring schedule and choose where run reports should go.
  • 5Run one real example and confirm the report is useful.

Questions about this workflow

Does ActiveMerge trigger this scheduled review?

No. Notis starts it on the recurring schedule; ActiveMerge is the paired source app, which has no listed trigger events.

Can the list include every document ever created?

DocRaptor returns a paginated list. The automation can summarize the returned page, and the request can use pagination where supported.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to DocRaptor. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

DocRaptor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Async Document

Creates a document asynchronously from HTML content.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF or Excel document from HTML content or a URL and returns it immediately.

ActionInstant

Create Document from Referrer

Converts webpages into PDF or Excel documents.

ActionInstant

Create Hosted Async Document

Creates a hosted document asynchronously.

ActionInstant

Download Async Document

Downloads a completed asynchronous document.

ActionInstant

Get Async Document Status

Checks the progress of asynchronous document creation.

ActionInstant

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

ActionInstant

List Documents (XML)

Lists previously created documents with metadata in XML format.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and DocRaptor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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