Notify customers when their documents are ready
When a document is ready, send a webhook to Notis and trigger the appropriate Customer.io broadcast with the personalization details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Trigger Broadcast
Triggers a broadcast to send messages to its defined audience.
Why this helps
Customers may wait for a document update while someone manually checks completion and starts the notification.
- Reduce delays between document completion and notification.
- Include relevant personalization data from the webhook.
- Keep customer notifications in your existing Customer.io broadcast process.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Customer.io once in the Notis portal.
- 2Create an automation and describe the document-ready notification outcome.
- 3Choose the webhook trigger and specify the confirmed Customer.io broadcast to trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real document-ready example and verify the broadcast configuration.
Questions about this workflow
Does this choose the audience automatically?
The action triggers a specified broadcast and can provide personalization data. Confirm the broadcast and intended audience in Customer.io before using it.
What if ActiveMerge does not send a webhook directly?
Use a connected workflow or custom backend that sends Notis an HTTP request when the document is ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Customerio. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
ActiveMerge and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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