Keep important document metadata with the account
Save a useful agreement attribute on the company account so teammates can find it without opening every document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account Custom Field Data
Sets a custom field value for an existing account.
Why this helps
Key terms or statuses may be trapped in documents instead of the account view used for planning.
- Make selected agreement details easier to find.
- Keep account context useful between document reviews.
- Reduce repeated document lookups for routine information.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to save the supplied document attribute to an account custom field.
- 3Choose the webhook trigger and provide the existing account and custom field identifiers with the value.
- 4Choose where Notis should send run reports.
- 5Test with one account and verify the field value.
Questions about this workflow
Does this action create the custom field?
No. The account and custom field must already exist in ActiveCampaign.
Which value can be stored?
Use a value supplied by ActiveMerge, such as a status or reference, that fits the existing field.
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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