Turn ActiveMerge workflow questions into support tickets
Capture the context once and turn a conversation about a document workflow issue into a support ticket ready to submit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Why this helps
Important troubleshooting details can get buried in a chat and require manual copying into a ticket.
- Convert an existing support conversation into a structured ticket.
- Keep the reported workflow issue connected to its conversation context.
- Reduce manual copying when a document problem needs follow up.
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 an issue request should use the related Docsbot conversation to generate a structured support ticket.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real issue and verify that the ticket details are ready to submit.
Questions about this workflow
Does this create a ticket from any text message?
The Docsbot action generates a structured ticket from an existing chat agent conversation. The workflow needs a conversation ID or enough context to identify that conversation.
Does it submit the ticket to a helpdesk?
The listed Docsbot action generates the ticket. The provided action description does not say it submits the ticket to an external helpdesk.
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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