Turn document milestones into useful customer events
Send a webhook when a document is generated or merged, and let Notis record the milestone in Customer.io for segmentation and follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Document activity is easy to miss when it stays inside a generation workflow and never reaches customer engagement records.
- Make document milestones available for segmentation.
- Keep event details alongside customer activity.
- Avoid manually copying workflow outcomes into analytics.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Customer.io once in the Notis portal.
- 2Create an automation and describe which document milestones to record.
- 3Choose the webhook trigger and have ActiveMerge send a request for each milestone.
- 4Choose where Notis should send run reports.
- 5Test with one real document-generation example.
Questions about this workflow
Which milestones can I track?
Track milestones that ActiveMerge or your integration sends in the webhook, such as generation or merge completion.
Does this send an email?
No. It records an event in Customer.io. Use your existing Customer.io campaigns and rules to decide what happens next.
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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