Make proposal follow-up easier to act on
When your proposal process signals that a conversation is due, pass the lead's contact request to Callpage in one step.
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
Proposal follow-up slips when the document is ready but the next conversation is not on anyone's list.
- Turn a proposal workflow notification into a callback request.
- Reduce manual handoffs between document work and sales follow-up.
- Let Notis interpret the webhook context before acting.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Callpage once in the Notis portal.
- 2Create an automation and instruct Notis to request a Callpage callback when a proposal follow-up webhook arrives, using the supplied contact and widget details.
- 3Pick the notis_webhook trigger.
- 4Choose a channel for run reports.
- 5Test with one real proposal follow-up request containing the needed contact details.
Questions about this workflow
Does this run automatically when a proposal is created in ActiveMerge?
Only if a system sends an HTTP request to the Notis webhook at that point. ActiveMerge trigger events are not listed for this package.
Can Notis decide whether a proposal needs follow-up?
It can interpret information present in the webhook request. The request should include enough context to identify the follow-up point and contact.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callpage.