Move signed ActiveMerge deals into Api labz
When an ActiveMerge signature workflow finishes, send its deal details to Api labz without retyping them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Integrate Deal
Add a new or updated deal record to the system.
Why this helps
Signed deal details can sit in completed documents while someone still has to enter them into another system.
- Reduce manual re-entry after a deal is signed.
- Keep the completed document workflow connected to deal processing.
- Receive a Notis run report for each request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Api labz in the Notis portal.
- 2Create an automation with a name and this outcome: integrate the deal details supplied in the webhook request into Api labz.
- 3Choose the webhook trigger and send a request when the ActiveMerge signature workflow is complete.
- 4Choose where Notis should send run reports.
- 5Test with one real completed deal and confirm the resulting Api labz record.
Questions about this workflow
Does ActiveMerge provide a built-in trigger for this workflow?
No. ActiveMerge has no listed trigger events, so this workflow starts when an external system sends a request to a Notis webhook.
What information should the webhook request include?
Include the deal details needed by Api labz. Notis can interpret the supplied data, but required fields must be present in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Api labz. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Integrate Deal
Add a new or updated deal record to the system.
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When this happens · Trigger
Do this · Action
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