Review templates ahead of an ActiveMerge workflow change
Make a template review part of change preparation so the documents your workflow depends on are visible before the handoff changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Workflow changes can move ahead while the related document templates remain unchecked.
- Get a current list of Documint templates during change preparation.
- Include the planned change context in the Notis instruction.
- Receive a review in the channel your team already uses for run reports.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that compares the template list with the planned change context you provide.
- 3Choose a recurring schedule that runs before the planned change review.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the output is useful for your review.
Questions about this workflow
Does this detect changes in ActiveMerge automatically?
No. The trigger is a Notis schedule. Supply the planned change context in your instruction.
Does the template list include layout details?
List Templates retrieves the account's templates. Use Get Template with an ID when you need details about one template.
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
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