Create contact records for verified e-signers
Keep the signer handoff short: verify the details, then create the contact.
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
After signature completion, someone still has to remember to transfer signer details into 2chat.
- Reduce post-signature follow-up administration.
- Require verification before adding a contact.
- Make each workflow run report visible in your chosen channel.
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 name it for e-sign contact intake.
- 3In one instruction, ask Notis to create a 2chat contact only when the signer has a verified first name and email, phone, or address.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test using one real e-sign intake with verified details.
Questions about this workflow
Can the automation start directly from an ActiveMerge e-sign event?
No ActiveMerge trigger events are provided. Use a Notis webhook started by an HTTP request.
Can it add a contact with only a first name?
No. The contact action calls for a first name and at least one contact detail.
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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