Get Docsbot upload links ready for ActiveMerge files
Give each file handoff a clear next step by requesting the Docsbot upload URL when ActiveMerge finishes preparing a file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Upload URL
Provides a temporary upload link for adding files as sources.
Why this helps
File based knowledge updates involve several steps, and the upload handoff can get lost between them.
- Start the documented upload sequence at the right handoff point.
- Make the required upload and source creation steps visible in the run report.
- Reduce repeated checking when preparing bot knowledge files.
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 a ready file should get a Docsbot upload URL and that the run report should include the remaining upload and source creation steps.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real file and confirm the upload URL step is reported.
Questions about this workflow
Does getting the URL upload the file?
No. Docsbot's documented flow is to get the upload URL, upload the file to that URL, and create a source using the file path.
What does the webhook need to represent?
Have ActiveMerge or a connected backend send a request when the file is ready for the Docsbot upload process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsbot ai.