Put the next agreement step on your task list
A signed document can kick off a practical follow-up task in ActiveCampaign, with details supplied by your workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact task
Creates a task associated with a contact.
Why this helps
The signature is complete, but the next onboarding or check-in step can disappear into someone's inbox.
- Capture the next action while the agreement is fresh.
- Keep follow-up work attached to the relevant contact.
- Reduce reliance on memory for onboarding handoffs.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to create a contact task after a signature completion.
- 3Choose the webhook trigger and send the contact email and task details from ActiveMerge.
- 4Choose where Notis should send run reports.
- 5Test with one real completion request and confirm the task is attached to the contact.
Questions about this workflow
Where does the task information come from?
The webhook request should provide the contact email and task details such as title and due date when available.
Can this create onboarding tasks?
Yes. Describe the next step in the automation instruction and supply the needed details in the request.
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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