Make new signers easy to follow up with
When a document workflow introduces a signer, create a contact record with the details ActiveMerge provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Why this helps
A new signer may exist only in a document workflow, leaving your team without a useful contact record.
- Reduce duplicate entry for new signers.
- Keep follow-up details in ActiveCampaign.
- Start later contact workflows from a consistent record.
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 for a signer in the request.
- 3Choose the webhook trigger and configure ActiveMerge to send signer details.
- 4Choose where Notis should send run reports.
- 5Test with one real signer and review the resulting contact.
Questions about this workflow
What is required to create the contact?
The ActiveCampaign action requires an email address. Name, phone, organization, and tags are optional when supplied.
Will it update an existing contact?
This action creates a contact. If you need to match existing contacts first, use a workflow based on finding the contact instead.
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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