Give generated documents an approval slot
When ActiveMerge generates a document that needs approval, create a calendar block with its name, link, and requested decision date.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
Generated documents can be ready for approval while the approver has no time reserved to review them.
- Make pending approvals easier to see.
- Include the document reference in the calendar event.
- Set aside time before the requested decision date.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to schedule an approval block using the document name, link, and requested date from the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real generated document.
Questions about this workflow
Can the workflow approve the document for me?
No. It creates calendar time for a person to review and decide. The approval itself remains in your document process.
What if there is no requested decision date?
Include a suitable date in the webhook or adjust your instruction to use a date you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Google Calendar. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
ActiveMerge and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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