Turn a finished document into a timely call
Send the right person a call while the document is still fresh, without switching tools to start it yourself.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Make a phone call from agent
Starts an outbound phone call with a configured voice agent.
Why this helps
A completed document can sit unnoticed while you manually find the right contact and start a follow-up call.
- Start follow-up while the document is top of mind.
- Reduce manual handoffs between document work and calling.
- Use a webhook request to provide the call details.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bolna once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe that a webhook request for a ready document should start the chosen Bolna agent call for the supplied contact.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real document and a contact your Bolna agent can call.
Questions about this workflow
How does the automation know a document is ready?
An HTTP request starts the Notis webhook trigger. Configure the system completing the ActiveMerge work to send that request when the document is ready.
Does this create or configure a Bolna agent?
No. It starts a call using an existing agent. Set up the agent and calling capability in Bolna first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bolna. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
ActiveMerge and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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