Keep company records up to date as documents move
When an ActiveMerge workflow provides company details, create or update the corresponding ActiveCampaign account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upsert Account
Creates an account or updates it if it already exists.
Why this helps
Teams can miss company record updates when document workflows collect new organization details.
- Keep account details aligned with document workflows.
- Avoid creating a new company record for each update.
- Reduce manual CRM maintenance.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to create or update the account using supplied company details.
- 3Choose the webhook trigger and configure ActiveMerge to send the account information.
- 4Choose where Notis should send run reports.
- 5Test with one real company payload and review the account.
Questions about this workflow
When is upsert useful?
Use it when a workflow should ensure the company account exists and update it when matching account data is found.
What details can be updated?
Supply the account name and any available supported details such as website URL or custom fields.
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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