Add template request leads to Campayn
Let Notis handle the contact entry after someone requests a template through your document workflow.
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
Template requests are useful leads, but manual follow-up entry can fall behind when the request volume picks up.
- Reduce manual entry after a template request.
- Only create a contact when permission is included.
- Send contacts to the list named in your instruction.
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 from an eligible template request only when contact details and permission are present.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real template request as a test and review the contact.
Questions about this workflow
Does Notis receive template requests directly from ActiveMerge?
ActiveMerge trigger events are not listed. A caller must send the request details to the Notis webhook.
Will Notis add every requester?
You can instruct Notis to require permission and specified details before creating a contact.
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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