Review Documint documents during an ActiveMerge handoff
Bring the available Documint document list into the same review as an incoming ActiveMerge handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in your Documint account.
Why this helps
A handoff can arrive without an easy way to review the documents already in the Documint account.
- Retrieve documents from the authenticated Documint account.
- Review the list alongside the incoming handoff details.
- Keep the lookup and handoff context in one Notis run.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation to review the document list with the incoming handoff.
- 3Choose a webhook trigger that includes enough context to guide the review.
- 4Choose where Notis should send run reports.
- 5Test with a real handoff and confirm the returned list is useful.
Questions about this workflow
Can the action search only for documents related to the request?
The listed action returns the account's documents. It does not specify filtering, so provide request context and have Notis assess the returned data.
Does this create a new document?
No. List Documents retrieves existing documents; Create Document is the available PDF generation action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documint. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
ActiveMerge and Documint, 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 Documint.