Keep agreement details with the contact
Send a concise completion summary from ActiveMerge into the contact record your team already checks.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact note
Adds a note to a contact.
Why this helps
People lose time switching between a document tool and a contact record to reconstruct what was signed.
- Keep a concise agreement update beside the contact.
- Make handoffs easier for anyone who opens the record.
- Avoid retyping signature details after completion.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation with an instruction to add an agreement completion note to the matching contact.
- 3Choose the webhook trigger and configure ActiveMerge to send the completion details and contact email.
- 4Choose where Notis should send run reports.
- 5Test with one real completed agreement and review the contact note.
Questions about this workflow
Does the action find a contact automatically?
The action looks up a contact by email before creating the note, so include the contact email in the webhook request.
Can the note contain a document summary?
Yes, if ActiveMerge supplies the summary in its request. Notis cannot create details that the request does not include.
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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