Create a DocsAutomator automation from a document request
Start a document workflow with one clear request, then let Notis set up the automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
New document requests can get stuck while someone manually recreates the same automation setup.
- Start automation setup from an incoming request.
- Keep the setup instruction in plain language.
- Reduce handoffs before document workflows are ready.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and DocsAutomator once in the Notis portal.
- 2Create an automation and describe how an incoming request should start a new DocsAutomator automation.
- 3Choose the Notis webhook trigger and arrange for the request source to send it an HTTP request.
- 4Choose where run reports should go.
- 5Test with one real request and confirm the resulting automation details.
Questions about this workflow
Does ActiveMerge provide the webhook trigger event?
No ActiveMerge trigger event is listed. Notis starts this workflow when an HTTP request reaches its webhook.
Can the automation create a PDF template?
DocsAutomator requires PDF templates to be uploaded through its app interface. This action creates an automation and does not upload a PDF template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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