Keep signer and company records connected
When a document request identifies both a signer and a company, connect their existing records in ActiveCampaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account Contact Association
Links an existing contact to an existing account.
Why this helps
Company context can be scattered when a signer and their organization are stored separately.
- Preserve the company relationship on signer records.
- Help teammates see who signed for which organization.
- Reduce manual CRM cleanup after document workflows.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to associate the signer contact and company account.
- 3Choose the webhook trigger and have ActiveMerge provide identifiers for the existing contact and account.
- 4Choose where Notis should send run reports.
- 5Test with one real company and signer pair.
Questions about this workflow
Must the contact and account already exist?
Yes. This action creates an association between existing records, so provide identifiers for both.
Can the workflow create a missing account?
This action only creates the association. A separate workflow can create or upsert an account when the required company details are available.
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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