Keep every deal contact connected
When a document workflow identifies a signer for an opportunity, add that contact to the existing deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Why this helps
A signer can be missing from the deal team even though they are part of the agreement process.
- Keep deal stakeholders visible together.
- Improve continuity when the deal owner changes.
- Reduce manual relationship updates.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to add the identified signer contact to the existing deal.
- 3Choose the webhook trigger and provide the existing contact and deal identifiers.
- 4Choose where Notis should send run reports.
- 5Test with one real signer and deal pair.
Questions about this workflow
Must the contact and deal exist already?
Yes. This action associates an existing contact with an existing deal.
Can the signer become the primary contact?
The action may set the contact as primary if the deal has no primary contact and no role is specified. Supply the intended role when appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Active campaign. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
ActiveMerge and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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