Add consented document inquiries to Campayn
Keep follow-up organized by turning eligible document inquiries into Campayn contacts.
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
Inquiries captured in document processes can be forgotten, while adding people without clear permission creates avoidable mistakes.
- Reduce missed follow-up for eligible inquiries.
- Require permission before contact creation.
- Use a named Campayn list for each request.
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 add an inquiry as a contact only when the request includes permission and the required contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real consented inquiry request and inspect the created contact.
Questions about this workflow
Does the workflow send an email to the inquiry?
No. The available action creates a contact in a Campayn list.
What if permission is unclear?
Instruct Notis to skip contact creation unless the incoming request clearly includes permission.
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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