Make document expiry follow-up visible in Close
Turn an upcoming expiry into a timely task, with the document and customer context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Renewals and expiring agreements are easy to miss when dates live in document workflows instead of the sales team's daily queue.
- Make upcoming renewals visible in Close
- Create tasks from expiry details already available to Notis
- Reduce last-minute searches for agreement dates
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for expiry follow-up.
- 3Tell Notis which available expiry details count, how far ahead to create a task, and how to find the related Close lead.
- 4Pick a recurring schedule that gives the team enough time to act.
- 5Choose where run reports go, then test with one real document that has an expiry date.
Questions about this workflow
Does ActiveMerge provide expiry data to this workflow by default?
The listed capabilities include template-based workflows and document handling, but no expiry trigger or data action. Notis needs expiry information supplied through an accessible source or context.
Can the task be created far ahead of expiry?
Yes. State the desired lead time in the automation instruction and ensure the date information is available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Close. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
ActiveMerge and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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