Turn signed document intake into a 2chat contact
Carry verified signer details into your contact list with one prompt-based workflow.
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
Signer details can stay buried in completed document processes instead of reaching the contact list.
- Use the intake event to start a focused contact creation workflow.
- Require a verified first name and at least one contact detail.
- Avoid creating contacts from incomplete signer records.
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.
- 3Tell Notis to inspect the submitted document intake and create a 2chat contact only when the first name and a contact detail are verified.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real intake that includes verified signer details.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No ActiveMerge trigger events are available here. Notis starts the workflow when the configured webhook receives an HTTP request.
Which contact details can qualify?
Email, phone, or address can qualify when paired with a verified first name.
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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