Keep signed document context with the right Attio record
When a document is completed, capture its purpose, participants, and reference in the relationship record you will look at next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Create a note on a record.
Why this helps
Signed files and their business context can end up in separate places, leaving you to search before a follow-up.
- Keep document context beside the related person, company, or deal.
- Make follow-up easier with a short, consistent note.
- Use a webhook payload to provide document details and the relevant Attio record.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Attio once in the Notis portal.
- 2Create an automation and describe the note you want Notis to add.
- 3Pick the Notis webhook trigger and send it the completed document details and Attio record reference.
- 4Choose where run reports should go, then test with one real completed document.
Questions about this workflow
Does ActiveMerge provide a trigger for this workflow?
No ActiveMerge trigger is specified here. Notis starts the workflow when an external tool or backend sends an HTTP request.
What should the webhook include?
Provide the document title, completion details, relevant record type and record ID, and any context you want summarized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Attio. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
ActiveMerge and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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