Keep Docsbot current with ActiveMerge documents
When an ActiveMerge document is ready, send its source information to Docsbot and keep the knowledge update in one workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Bot Source
Creates a source for a bot’s knowledge base.
Why this helps
New documents can be easy to forget when updating a support bot, leaving it with outdated answers.
- Reduce manual steps between document generation and bot knowledge updates.
- Keep a clear record of which generated material was added.
- Spend less time switching between document and support tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsbot once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that each ready document should be added as a source to the chosen Docsbot bot, including its source URL or file details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and confirm the source was created.
Questions about this workflow
What starts this workflow?
A webhook starts it when an external system sends Notis an HTTP request. Configure your ActiveMerge workflow or connected backend to send the request when the document is ready.
Can the workflow upload a local file directly?
The Docsbot file flow requires an upload URL, a file upload, and then source creation. This workflow needs the file information and upload capability to be available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsbot ai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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