Review counterparties when ActiveMerge documents are signed
A signed agreement can start a useful next step. Have an Agenty agent check the counterparty's public website and return a concise, structured review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Start Agent Job
Starts a new job with an existing agent.
Why this helps
Following up on signed documents often means switching tools to research the other party and capture basic context.
- Start research when ActiveMerge sends a signed document notification.
- Keep the review focused on the counterparty and document context supplied in the webhook.
- Receive a job result for review without manually starting a separate research task.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the signed document notification details to research the named counterparty's public website with an existing Agenty agent and return structured findings.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signed document notification.
Questions about this workflow
Does ActiveMerge provide a native trigger here?
No. Configure ActiveMerge to send an HTTP request to the Notis webhook when the relevant document event occurs.
What does the Agenty agent review?
The existing agent uses the counterparty details supplied in the webhook. Specify the public website research and output you want in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agenty. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
ActiveMerge and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agenty.