Keep supplied document signer details in Brevo
Carry signer details from a completed document workflow into your contact records with less retyping.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Why this helps
Contact details captured during document workflows can get stranded in a file or require another round of manual entry.
- Create a Brevo contact from signer details included in the request.
- Update a matching contact only when the instruction explicitly asks for it.
- Keep contact capture separate from marketing enrollment or email sending.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create a Brevo contact from supplied signer details and specify whether matching contacts may be updated.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signer record and confirm the contact details in Brevo.
Questions about this workflow
Will every signer be added to a marketing list?
No. This action creates or updates a contact. Adding contacts to a list is a separate action and should only be included when the request and appropriate consent support it.
What if the webhook does not include an email or mobile number?
The request needs enough contact information for Brevo to identify or create the contact. Supply the required details in the incoming data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Brevo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
Add a new company to your CRM.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contacts to List
Adds existing contacts to a single list using one identifier type.
Create or Update Email Template
Create or update an email template.
Create SMS Campaign
Create an SMS campaign.
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Delete a company
Delete a company.
Create Contact List
Creates a contact list within a specified folder.
Delete Contact
Delete a contact.
Connect any two apps with Notis in the middle.
ActiveMerge and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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