Give each ActiveMerge document workflow a Docupilot home
Send a folder request from an ActiveMerge process and let Notis create its Docupilot destination once the workspace is clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Why this helps
Document workflows can leave teams guessing where generated files should live, especially when several workspaces or processes are involved.
- Create a dedicated destination for a document process.
- Reduce manual setup when a new workflow needs its own folder.
- Keep workspace context in the request so folders land in the right place.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docupilot once in the Notis portal.
- 2Create an automation and describe when to create a folder, including the workspace context and folder name.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real folder request from ActiveMerge.
Questions about this workflow
Does ActiveMerge provide a native trigger for this automation?
No. Start it with a Notis webhook request from an ActiveMerge process or another system that can send an HTTP request.
Will this choose a Docupilot workspace automatically?
The request should make the intended workspace clear. The folder creation action is intended for use after confirming workspace context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docupilot. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
ActiveMerge and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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