Draft an email when an ActiveMerge signature is complete
Get a clear, ready-to-review update when a document is signed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
Signature updates can get buried while you switch between document workflows and email.
- Prepare a consistent update without starting an email from scratch.
- Keep the message in draft for review before sending.
- Use details included in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to draft a completion update using the signature status and document details in the request.
- 4Pick the webhook trigger and arrange for the external sender to call its URL when the signature workflow completes.
- 5Choose a report channel, then test with one real completion request.
Questions about this workflow
Will this send the email automatically?
No. Create Draft saves a draft for review. Sending requires a separate action.
What details can the draft include?
Notis can use details present in the webhook request. Add any required fields to the request sent to the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agent mail. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
ActiveMerge and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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