Keep signed-document contacts organized in ActiveTrail
A completed signature can put the right contact in the right group, without another manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Group Member
Why this helps
Signed documents can sit in one tool while the contact list that needs follow-up stays out of date.
- Keep contact details current when a signature completes.
- Reduce manual list updates after agreements are signed.
- Use the signed-document event as the handoff point.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveTrail once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to add or update the signer in the specified ActiveTrail group using the webhook details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real completed-signature example to test the workflow.
Questions about this workflow
Does ActiveMerge provide a built-in trigger for this workflow?
No. Start it with a Notis webhook sent when your ActiveMerge process completes a signature.
What does the workflow need in the webhook?
Include the signer's email and any contact details or group context needed for the update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to ActiveTrail. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
ActiveMerge and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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