Make signed contracts available to your CustomGPT agent
A signed document should not disappear into storage. Add it to the agent's knowledge base so your team can find its terms in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Why this helps
People lose time searching for signed contracts or asking colleagues where the latest copy lives.
- Make finalized contract content easier to find through the agent.
- Reduce repeated searches and questions about signed terms.
- Keep the workflow focused on documents after signing is complete.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that the signed contract document should be added as a source to the specified CustomGPT project.
- 4Choose a Notis webhook trigger and configure ActiveMerge to send the signed document or an accessible file reference in its HTTP request.
- 5Choose a report channel, then test with one real signed contract.
Questions about this workflow
Does ActiveMerge have a listed trigger event for this workflow?
No. Start the automation with a Notis webhook, and have ActiveMerge send an HTTP request when signing completes.
What does the automation add to CustomGPT?
It uses CustomGPT's Add Source to Project action. The document must be available to the action as a supported file or source reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Customgpt. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
ActiveMerge and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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