Follow up when a document request signals interest
A request for a proposal, agreement, or other sales document can become a timely Callpage callback request when your workflow sends Notis the details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Widget Call or Schedule
Places a call immediately or schedules one for the first available time slot.
Why this helps
Document requests often show intent, but they can get buried among routine file work.
- Give document requests that need a conversation a direct callback path.
- Use webhook context to distinguish follow-up requests from routine document activity.
- Keep the next step close to the lead's request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Callpage once in the Notis portal.
- 2Create an automation and tell Notis to request a callback for document request webhooks that include a lead and a reason for contact.
- 3Choose the notis_webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real document request webhook containing valid callback details.
Questions about this workflow
Will every document request create a callback?
The instruction can ask Notis to act only when the webhook context indicates a callback is appropriate. The request must include that context.
What if the request has no phone number or widget?
Notis cannot supply missing details. Include the callback contact information and relevant widget details in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Callpage. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Managers
Retrieves the managers assigned to a widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Users to Widget
Adds users as widget managers or updates an existing user-widget assignment.
Get All SMS Messages
Retrieves all default and custom SMS messages for a widget.
Create SMS Message
Creates custom SMS messages for widget call events.
Get All Users
Retrieves the users in your account.
Create User
Creates a new admin or manager user in the account.
Get All Widgets
Retrieves the widgets in your account.
Delete Manager
Deletes a manager’s assignment to a widget after both IDs are verified.
Connect any two apps with Notis in the middle.
ActiveMerge and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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