Send a timely text when a document is ready to sign
When an ActiveMerge workflow is ready for a signature, send the signer a concise SMS with the signing link and any context they need.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
A signature request can sit unnoticed when it arrives only by email, leaving founders to remember who still needs a nudge.
- Prompt signers through a familiar channel.
- Include the document link and relevant context from the webhook request.
- Reduce manual follow-up on routine signature requests.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to text the named signer with the supplied document link when the request says the document is ready for signature.
- 4Choose the notis_webhook trigger and provide the webhook endpoint to the ActiveMerge workflow.
- 5Choose a report channel, then test with one real signature-ready example.
Questions about this workflow
What starts this automation?
A webhook request starts it. Configure the ActiveMerge workflow to call the Notis webhook when the document is ready for signature.
Can the text include a signing link?
Yes, if the webhook request includes the link and the recipient's phone number. Notis can use the supplied information in the SMS.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to ClickSend. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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 ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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