Send a reminder for a pending signature
Keep signature follow-up moving with a short, contextual email.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email.
Why this helps
Pending signatures are easy to forget when follow-up depends on manually checking document status.
- Send a reminder when the request reports a pending signature.
- Include the document and recipient context supplied by the sender.
- Reduce manual status checks and follow-up.
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 send a brief reminder only when the request identifies a pending signature and provides a recipient.
- 4Pick the webhook trigger and arrange for the external sender to call its URL for eligible pending-signature events.
- 5Choose a report channel, then test with one real pending-signature request.
Questions about this workflow
Can the workflow send without a recipient address?
No. The request needs to provide a recipient that Agent mail can use.
Can I review the reminder first?
Yes. Use the Create Draft action instead of Send Email if you want to approve each message before sending.
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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