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Turn completed ActiveMerge documents into email follow-ups

When a document workflow needs a follow-up, let Notis add the prepared email to the right Benchmark Email automation.

Trigger

Webhook received

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

Action

Add Email in Automation

Adds an email to an automation workflow.

Why this helps

Remembering to connect a completed document workflow to the right email sequence creates extra admin and missed follow-ups.

  • Connect document workflow completion to an existing email sequence.
  • Reduce manual handoffs after generating or merging documents.
  • Keep the email content and automation choice explicit in the request.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Benchmark Email once in the Notis portal.
  • 2Create an automation and describe adding the prepared email to the specified Benchmark Email automation.
  • 3Choose the webhook trigger and have ActiveMerge send a request with the email and automation details.
  • 4Choose where run reports go, then test with one real request.

Questions about this workflow

Does ActiveMerge provide a Notis trigger event for this workflow?

No. ActiveMerge has no exposed trigger events here, so the workflow starts with a Notis webhook request.

What must the webhook request include?

Include enough information to identify the prepared email and the intended Benchmark Email automation. Notis cannot infer missing identifiers.

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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No card. Works with personal or business Benchmark email.