Confirm the right Algodocs account is connected
Check the connected Algodocs identity as campaign work is handed off, so your team can spot an account mismatch early.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Current User
Retrieves information about the current user.
Why this helps
When several people or workspaces handle campaign documents, an unnoticed account mismatch can send work to the wrong place.
- Confirm which Algodocs user is connected at handoff time.
- Include campaign context in the same run report as the identity check.
- Catch a likely account mismatch before your team continues the work.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Algodocs once in the Notis portal, including the Algodocs API key.
- 2Open Automations, choose New Automation, and name this workflow.
- 3Tell Notis to retrieve the current Algodocs user and include the campaign handoff context in its report.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the reported identity is the intended account.
Questions about this workflow
What does the identity action return?
It retrieves current user information from Algodocs after authentication with the API key. Notis can report that identity alongside the webhook context.
Does this verify document access or permissions?
The listed action retrieves current user information. It does not claim to audit permissions or confirm access to particular documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Algodocs. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Retrieves information about the current user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Lists document data extractors in your account.
List folders
Lists folders and their hierarchy.
Connect any two apps with Notis in the middle.
ActiveTrail and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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