Make document stages visible in contact segments
Use a supplied document status to add or remove a contact tag that your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Manage contact tag
Adds or removes tags from a contact.
Why this helps
Contact segments go stale when the status of a proposal or agreement changes outside ActiveCampaign.
- Keep contact organization aligned with document progress.
- Make status-based searches easier.
- Avoid manual tag changes after every milestone.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation describing which existing contact tag to add or remove for the supplied stage.
- 3Choose the webhook trigger and send the contact email or identifier and document stage.
- 4Choose where Notis should send run reports.
- 5Test one real status change and confirm the contact tags.
Questions about this workflow
Do the tags need to exist already?
Yes. This action manages tags on a contact; use an existing tag or create one separately in ActiveCampaign.
Can it remove an outdated tag?
Yes. Describe when the tag should be removed and provide the status that determines that decision.
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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