Keep e-signature follow-ups from slipping
Review stored signature statuses and dates on a schedule, then focus on the records that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
A signature waiting on someone else can disappear from view without a reliable review habit.
- Review signature records without opening each one.
- Surface follow-ups from the statuses and dates you store.
- Reduce the chance of a signature request being forgotten.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction which e-signature records to retrieve and how to identify follow-ups from their stored details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real signature record.
Questions about this workflow
Can this know if a signer has completed signing?
Only if the relevant status is available in Airtable or supplied to the automation. No ActiveMerge trigger event is listed here.
Will the workflow send a reminder to the signer?
The available Airtable action retrieves records. It does not send an e-signature reminder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Airtable. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
ActiveMerge and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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