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Notis

Turn an approved buyer profile into a CloudCart customer

When a buyer profile is ready, send its validated details to Notis to create the customer record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Customer

Creates a new customer profile.

Why this helps

Customer setup often means copying the same approved details into another system.

  • Reduce manual entry of validated buyer details.
  • Start customer setup from an explicit approved handoff.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Cloudcart once in Notis.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to create a CloudCart customer from the validated name, email, and password in each request.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Send one real approved profile with validated details to test.

Questions about this workflow

What details does CloudCart require?

The listed action requires validated customer name, email, and password. Include them in the request.

Can the workflow create a customer from a document that is merely stored in ActiveMerge?

No ActiveMerge trigger or document retrieval action is listed. The request must supply the customer details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Cloudcart. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Cloudcart actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add to Cart

Adds an item to the shopping cart.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Category Properties

Adds properties to a category relationship for filtering or organization.

ActionInstant

Clear Cart

Removes all items from the specified cart.

ActionInstant

Create Category

Creates a new product category.

ActionInstant

Create Customer

Creates a new customer profile.

ActionInstant

Create Blog Category

Creates a blog category to organize posts.

ActionInstant

Create Order

Creates a new order.

ActionInstant

Create Blog Post

Creates a blog post for your store.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Cloudcart, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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