Mark important signature milestones on the contact
Give your team a quick, consistent way to spot contacts linked to a document milestone.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Tag to Contact
Adds an existing tag to a contact.
Why this helps
Important workflow stages are easy to miss when there is no quick signal on the contact record.
- Add a simple visual marker to a contact.
- Support quicker searches and handoffs.
- Keep milestone recognition consistent.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to apply an existing milestone tag to the relevant contact.
- 3Choose the webhook trigger and provide the existing contact and tag identifiers.
- 4Choose where Notis should send run reports.
- 5Test with one contact and confirm the tag association.
Questions about this workflow
Can the action create a missing tag?
No. Both the contact and tag must already exist.
What events can apply the tag?
Use any ActiveMerge milestone that is sent to the webhook, such as an e-signature completion.
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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