Confirm which Docupilot account your workflow uses
When an ActiveMerge process depends on a connected Docupilot account, ask Notis to retrieve the authenticated user's details for a clear identity check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Retrieves details about the authenticated user.
Why this helps
A document workflow can be connected under an unexpected account, leaving teams unsure which identity and workspace are in use.
- Retrieve the account details associated with the Docupilot connection.
- Make connection checks easy to request from an ActiveMerge process.
- Reduce uncertainty when reviewing document workflow access.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docupilot once in the Notis portal.
- 2Create an automation and ask Notis to retrieve Docupilot's authenticated user details.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real request and review the returned account details.
Questions about this workflow
Does this create a user or change account access?
No. The action retrieves information about the authenticated user; it does not create users or change permissions.
What starts the check?
A Notis webhook request starts it. ActiveMerge does not provide a native trigger event for this workflow.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupilot.