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Notis

Put completed ActiveMerge documents in Dropbox

Generated documents are ready to file. Have Notis upload them to Dropbox from a webhook-triggered workflow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Upload File

Upload a file.

Why this helps

Finding time to download, rename, and file each generated document can leave important work scattered.

  • Save a manual download and upload step.
  • Keep generated documents in a familiar storage location.
  • Start the workflow with an HTTP request.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Dropbox once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe in one instruction which generated document to upload and its Dropbox path.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real ActiveMerge document and confirm it appears in Dropbox.

Questions about this workflow

Does ActiveMerge provide the trigger for this workflow?

No. ActiveMerge has no listed trigger events, so this workflow starts with a Notis webhook.

What does the webhook need to start the automation?

An HTTP request starts it. Specify in your prompt what document Notis should use and where it should be uploaded.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Dropbox. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Dropbox actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create file request

Create a file request so others can upload files to a folder.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Activate team folder

Reactivates an archived team folder.

ActionInstant

Create folder

Create a folder to organize files.

ActionInstant

Add file member

ActionInstant

Create paper document

Create a Paper document from HTML or Markdown content.

ActionInstant

Add file properties

Adds structured custom properties to a file.

ActionInstant

Delete file or folder

Permanently delete a file or folder and all its contents.

ActionInstant

Add tag to file or folder

Tags a file or folder; the tag is converted to lowercase.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Dropbox, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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