Turn signed documents into useful contact context
Finish the paperwork, then get a clearer picture of the person behind the signature without a separate research session.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person screener
Enriches a person’s profile with additional information.
Why this helps
After a document is signed, founders often have to switch tools and manually research the contact before deciding what to do next.
- Reduce manual contact research after signing
- Keep document completion and contact context in one workflow
- Review enriched details before deciding on follow-up
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that a completion webhook should send available signer details to Crustdata for person enrichment and return a concise brief.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed document and its signer details.
Questions about this workflow
What starts this workflow?
A webhook starts it when an external tool or custom backend sends an HTTP request. ActiveMerge has no listed native trigger event, so the webhook must be sent when the document workflow completes.
What information is needed for enrichment?
The webhook should include the available signer details that Crustdata can use to identify and enrich the person. The exact available fields depend on what the sender provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Crustdata. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
Do this · Action
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