Connect ActiveMerge to Docsumo
When something happens in ActiveMerge, Notis takes the next step in Docsumo. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from ActiveMerge to Docsumo
Review documents after a file workflow
When an ActiveMerge workflow finishes, ask Docsumo for its document inventory and summarize newly relevant files for review.
Start the day with a Docsumo document scan
On a recurring schedule, review Docsumo's document list and get a short digest of files to prioritize.
Check available document types after a workflow
Use a webhook after an ActiveMerge workflow to retrieve Docsumo's enabled document type summary and flag gaps against your stated needs.
Review enabled document types on a schedule
Regularly retrieve Docsumo's enabled type summary and compare it with the document types your team expects to use.
Check Docsumo user document type support
After an ActiveMerge workflow webhook, retrieve available user document types and limits to inform a follow-up decision.
Review user document type options routinely
On a schedule, retrieve Docsumo's available user document types and limits for a concise operational review.
Verify enabled types before processing documents
When a workflow is ready for a document, use a webhook to check Docsumo's enabled types and report whether the requested type appears in the list.
Check enabled type coverage on a schedule
Periodically compare Docsumo's enabled type list with the document types your processes depend on and report gaps.
Review available Docsumo processing agents
After an ActiveMerge webhook, retrieve configured external agents and summarize which options may fit a stated processing need.
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect ActiveMerge and Docsumo
Connect any two apps with Notis in the middle.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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