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Notis

Create Campayn contacts from signed agreements

Once an agreement is signed, capture the supplied contact details in the Campayn list you choose.

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

A signed agreement can trigger several follow-up tasks, and contact entry is easy to lose among them.

  • Make contact creation part of agreement follow-up.
  • Require a signed status in the incoming request.
  • Use the list and details provided by your process.

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 contact only when the request confirms a signed agreement and includes the required details and permission.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Send one real signed-agreement request and check the resulting contact.

Questions about this workflow

Does this workflow sign or send agreements?

No. It acts on a request that reports a signed agreement; the listed action creates a Campayn contact.

What if an agreement is pending?

Instruct Notis to create a contact only when the incoming request confirms that it is signed.

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.

TriggerScheduled

Create Contact

Creates a new contact in a list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Contact

Permanently deletes a contact.

ActionInstant

Delete List

Deletes a contact list.

ActionInstant

Delete webform

Permanently removes a web form from a contact list.

ActionInstant

Get Contact

Retrieves the details of a specific contact.

ActionInstant

Get Contacts

Retrieves contacts from a contact list.

ActionInstant

Get Lists

Retrieves all available contact lists.

ActionInstant

Get Message

Retrieves engagement statistics for an email message.

ActionInstant

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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