Keep client contacts up to date after document merging
A completed merge can prompt a contact update when the client details are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Finishing a document merge does not automatically ensure the client is represented in your chat contacts.
- Make completed document work a clear opportunity to add verified contacts.
- Have Notis check required details before creating a contact.
- Keep the workflow focused on contact creation, not unsupported messaging.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a recognizable name.
- 3Describe that Notis should use the submitted merge intake to create a contact only with a verified first name and at least one contact detail.
- 4Pick the webhook trigger and select a channel for run reports.
- 5Test with one real document merge intake.
Questions about this workflow
Will this detect a document merge automatically?
ActiveMerge triggers are not listed. An HTTP request must start this Notis webhook workflow.
Will it message the client?
No. The supported action creates a 2chat contact and does not send a WhatsApp message.
When this happens · Trigger
Do this · Action
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.
Create Contact
Creates a new contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Retrieves current usage and account information.
List Contacts
Lists the contacts in your account.
List Webhook Subscriptions
Lists webhook subscriptions for messaging and phone call events.
Test API Key
Checks whether authentication is valid and retrieves account information.
Connect any two apps with Notis in the middle.
ActiveMerge and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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