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Notis

Group document reviewers into a Benchmark Email segment

When a document workflow identifies reviewers, send their contact IDs to Notis to create a segment for a later email task.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Segment from Contact IDs

Creates a contact segment from selected contacts.

Why this helps

Collecting the right reviewers into a usable group can mean repeated list searches and manual tracking.

  • Group supplied reviewer contact IDs into a segment.
  • Reduce repeated contact lookup for document follow-up.
  • Keep reviewer grouping distinct from sending a campaign.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Benchmark Email once in the Notis portal.
  • 2Create an automation and describe creating a segment from the supplied reviewer contact IDs.
  • 3Choose the webhook trigger and have ActiveMerge send the request with the contact IDs.
  • 4Choose where run reports go, then test with a small real set of IDs.

Questions about this workflow

Can Notis find reviewers from a document automatically?

Not from an exposed ActiveMerge trigger here. The webhook request must supply the contact IDs or sufficient grounded data to identify them.

Does creating a segment send a campaign?

No. The action creates a segment from contact IDs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Benchmark email. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Benchmark email actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Contact From List

Removes a contact from a specific list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Email in Automation

Adds an email to an automation workflow.

ActionInstant

Delete Contact List

Deletes a contact list.

ActionInstant

Add Email to Archive

Adds an email campaign to the archive page.

ActionInstant

Delete Email Campaign

Deletes an email campaign.

ActionInstant

Add Email to Community

Publishes an email campaign in the public community.

ActionInstant

Delete Linked Agency Account

Deletes a linked agency account.

ActionInstant

Add/Remove Inbox Tests from Sub-Account

Adds or removes inbox testing credits from a sub-account.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Benchmark email, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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