Turn signed documents into Close follow-up tasks
When a document is signed, put the next step on the lead's task list while the context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Signed paperwork can get buried in a file store, leaving the customer follow-up easy to forget.
- Create a clear next step from a signing event
- Keep follow-up work attached to the relevant Close lead
- Reduce manual checking between document workflows and CRM
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 give it a clear name.
- 3Tell Notis to find the related Close lead and create a task with the signing context and a sensible due date.
- 4Pick the webhook trigger and send it from the signing workflow or a connected backend when signing is complete.
- 5Choose where run reports go, then test with one real signed document.
Questions about this workflow
Does ActiveMerge provide a trigger event for this automation?
No ActiveMerge trigger event is listed. Notis starts this workflow from a webhook request sent by an external workflow or backend.
What if the webhook does not identify a Close lead?
Tell Notis in the instruction to create a task only when it can confidently find the matching lead, and report cases that need review.
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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