Connect ActiveMerge to 2chat

When something happens in ActiveMerge, Notis takes the next step in 2chat. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from ActiveMerge to 2chat

View example

Add a Verified Lead to 2chat

Turn a verified lead intake into a new 2chat contact after confirming their first name and at least one contact detail.

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Create a 2chat Contact from a Signed Document Intake

When a document workflow sends an intake webhook, create a 2chat contact only if it contains a verified name and contact detail.

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Add a Client Contact After a Document Merge

Use a webhook from a merged document process to create a 2chat contact from verified client details.

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Save Verified E-Signers as 2chat Contacts

Create a 2chat contact from an e-sign intake when the signer identity and at least one contact detail have been verified.

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Check 2chat API Usage on a Schedule

Run a recurring check of 2chat API usage and account information so you can review remaining quota before making more requests.

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Review Your 2chat Contact List Regularly

Retrieve the 2chat contact list on a recurring schedule and send a run report for your review.

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Audit 2chat Webhook Subscriptions Regularly

Retrieve configured 2chat webhook subscriptions on a schedule to support a regular setup review.

View example

Validate the 2chat API Key on a Schedule

Run a recurring 2chat API key check and retrieve account information for a regular connection review.

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to 2chat. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

2chat actions

Recurring trigger

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

TriggerScheduled

Create Contact

Creates a new contact.

ActionInstant

Webhook trigger

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

TriggerInstant

Get API Usage Info

Retrieves current usage and account information.

ActionInstant

List Contacts

Lists the contacts in your account.

ActionInstant

List Webhook Subscriptions

Lists webhook subscriptions for messaging and phone call events.

ActionInstant

Test API Key

Checks whether authentication is valid and retrieves account information.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.