Add approved document customers to Campayn
Move an approved customer record into the right Campayn list with a single documented request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact in a list.
Why this helps
Approved customer details can be stranded in completed document workflows while teams manually decide what to enter next.
- Move approved records into a named list.
- Use only details included in the incoming request.
- Keep contact addition conditional on the permission you specify.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Campayn once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Campayn contact only for an approved record with the required details and permission.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real approved record as a test and inspect the contact.
Questions about this workflow
Will it infer customer approval from a document?
The request must include the approval status or the relevant evidence. Instruct Notis to act only when that information is present.
Can it choose a Campayn list automatically?
Specify the destination list in the request or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Campayn. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact in a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Permanently deletes a contact.
Delete List
Deletes a contact list.
Delete webform
Permanently removes a web form from a contact list.
Get Contact
Retrieves the details of a specific contact.
Get Contacts
Retrieves contacts from a contact list.
Get Lists
Retrieves all available contact lists.
Get Message
Retrieves engagement statistics for an email message.
Connect any two apps with Notis in the middle.
ActiveMerge and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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