Turn signed agreements into timely callback requests
When an agreement is signed, send the lead's contact request to Callpage so your team can follow up without hunting through documents.
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
Signed agreements can sit unnoticed while a promising lead waits for the next step.
- Create a callback request from a signed agreement notification.
- Keep follow-up moving while the agreement is fresh.
- Use contact details supplied in the webhook 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 Callpage callback when the webhook reports a signed agreement; use the supplied contact details.
- 3Pick the notis_webhook trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real signed agreement webhook that includes valid contact details and a Callpage widget.
Questions about this workflow
Does ActiveMerge provide a trigger event for signed agreements?
No ActiveMerge trigger event is listed here. This workflow starts when an external HTTP request reaches the Notis webhook, so configure a system in your document workflow to send that request.
What does the webhook need to include?
It should include the contact details and widget information needed to request a callback. Notis cannot infer missing details from the event list.
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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