Keep agreement records current after signing
Reflect the latest signing result in the searchable record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Why this helps
People can waste time checking multiple places to learn whether an agreement has been signed.
- Make the latest supplied status searchable.
- Update an agreement record instead of creating another one.
- Reduce manual status checks after signing.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Algolia once in Notis.
- 2Create an automation and instruct it to replace the matching agreement record with the new status and supplied agreement details.
- 3Pick the Notis webhook trigger and have the signing workflow send a request after a status change or completion.
- 4Choose where run reports should go.
- 5Test with one agreement update and verify the existing record changes.
Questions about this workflow
Can it detect a signature without a webhook request?
No. ActiveMerge has no listed trigger event in this package. The signing flow must send the request to the Notis webhook.
What identifies the agreement to update?
Supply the stable object ID used for that agreement's Algolia record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Algolia. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
Connect any two apps with Notis in the middle.
ActiveMerge and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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