Revisit document handoffs on time
When an ActiveMerge update includes a follow-up date, create a Slack reminder that brings the document handoff back to the owner's attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Document handoffs can stall when nobody has a clear reminder to check whether the next step happened.
- Turn a supplied follow-up date into a concrete reminder.
- Keep the next step visible in Slack.
- Reduce manual tracking of document handoffs.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Slack once in Notis.
- 2Create an automation in the portal or tell Notis the follow-up outcome you want.
- 3Ask Notis to create a Slack reminder from each relevant ActiveMerge webhook, using the provided owner, date, and handoff context.
- 4Choose notis_webhook and configure ActiveMerge to send those follow-up details to the webhook URL.
- 5Choose a report channel and test with one real handoff.
Questions about this workflow
Does ActiveMerge provide the follow-up date automatically?
Only if the webhook payload includes it. No trigger fields are listed, so make sure the source request carries the date and reminder context.
Can the reminder be sent to someone else?
Slack reminders use the identity and options available to the connected action. Confirm your workspace supports the intended recipient before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Slack. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
ActiveMerge and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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