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Notis

Look up a phone number before continuing document intake

Check the details associated with a submitted phone number without interrupting your intake flow for manual research.

Trigger

Webhook received

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

Action

Append Reverse Phone Lookup

Finds contact details associated with a phone number.

Why this helps

A phone number without context can force a busy operator to stop intake and search for who it belongs to.

  • Retrieve associated name and address information for a phone number.
  • Reduce context switching during intake review.
  • See the lookup result in the Notis run report.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Data247 once in Notis.
  • 2Create a named automation in Notis.
  • 3Tell Notis to run Data247 reverse phone lookup for phone numbers submitted with the document workflow and report returned details.
  • 4Choose the Notis webhook trigger and a report channel.
  • 5Test with one real phone number and review the run report.

Questions about this workflow

What does reverse phone lookup return?

The listed action retrieves contact details associated with a phone number, including name and address information when available.

Does this verify that the phone is active?

No. This workflow uses reverse phone lookup. Data247 lists a separate phone active-status check.

Is there an ActiveMerge event trigger?

No ActiveMerge trigger events are listed. This workflow starts through a Notis webhook request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Data247. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Data247 actions

Recurring trigger

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

TriggerScheduled

Append Email by Name and Address (v2)

Finds email addresses associated with a person’s name and postal address.

ActionInstant

Webhook trigger

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

TriggerInstant

Append Gender by First Name

Estimates a person's gender from their first name.

ActionInstant

Append Name (CNAM Lookup)

Retrieves caller name information associated with a phone number.

ActionInstant

Append Phone to Contact

Finds phone numbers associated with a person's name and address.

ActionInstant

Append Property Data

Retrieves property details, including ownership and financial information.

ActionInstant

Append Profile Data

Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.

ActionInstant

Append Reverse Email Lookup

Finds contact information associated with an email address.

ActionInstant

Append Reverse Phone Lookup

Finds contact details associated with a phone number.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Data247, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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