Add signed-agreement contacts to your CRM
When an agreement is signed, let the contact details reach your CRM while the handoff is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
Contact details in signed documents often need to be entered again before the relationship can be managed in the CRM.
- Capture contact details from the agreement handoff.
- Create a person with nested attributes in one action.
- Avoid postponing CRM entry until later.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a CentralStationCRM person using the confirmed contact details in each signed agreement request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real signed-agreement example to the webhook and review the created person.
Questions about this workflow
Does this workflow extract details from ActiveMerge automatically?
No ActiveMerge trigger event is listed. The webhook request must start the workflow and include or make available the agreement details Notis should use.
What if the agreement does not include a phone number or email?
Notis can only use details available in the request or document context. Tell it to report missing information rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Centralstationcrm. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
ActiveMerge and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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