Turn a signed document into a clear next step
Make it easy to book the follow-up while the completed agreement is still top of mind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create single use scheduling link
Creates a single-use scheduling link that expires after one booking.
Why this helps
A signed agreement can sit in storage while the next conversation is forgotten or delayed.
- Offer one clear booking opportunity for each request.
- Reduce the gap between signing and follow-up.
- Keep the trigger and outcome in a single Notis automation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a single-use Calendly link when a webhook reports a completed signature requiring follow-up.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real signed-document follow-up request.
Questions about this workflow
Does this detect signatures directly in ActiveMerge?
No ActiveMerge trigger event is listed. An HTTP request must start the workflow and indicate that follow-up is needed.
What is single-use about the link?
The link expires after one booking for an active Calendly event type.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Calendly. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel scheduled event
Permanently cancels an active scheduled event and notifies all invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create event invitee (Deprecated)
Schedules a meeting for an invitee; this deprecated action requires a paid plan.
Create One-Off Event Type
Creates a temporary event type for a one-off meeting.
Create Event Type
Creates a one-on-one meeting type for scheduling.
Create scheduling link
Creates a scheduling link that becomes inactive after its booking limit is reached.
Create share
Creates a one-time share link with custom settings for an event type.
Create single use scheduling link
Creates a single-use scheduling link that expires after one booking.
Create webhook subscription
Creates a subscription for event notifications.
Connect any two apps with Notis in the middle.
ActiveMerge and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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