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Enrich contacts from ActiveMerge document workflows

Turn the contact details already present in a document workflow into a clearer, more complete profile for your next decision.

Trigger

Webhook received

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

Action

Enrich Person or Company

Enrich person or company data with contact, profile and business details.

Why this helps

Names and company details buried in document work can be hard to reuse when you need to prepare for a conversation or make a follow-up decision.

  • Gather available contact and company details in one run.
  • Review enriched information alongside the document request context.
  • Reduce manual lookups before deciding what to do next.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Datagma once in the Notis portal.
  • 2Create an automation in the portal or tell Notis what outcome you want.
  • 3Describe that the incoming webhook includes contact details and ask Datagma to enrich the person or company, then summarize the result.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real example that includes a supported identifier such as an email, LinkedIn URL, domain, or name.

Questions about this workflow

What information should the webhook include?

Include a supported identifier available in the document workflow, such as an email, LinkedIn profile URL, company domain, or name. Datagma's returned data depends on the identifier and its available records.

Does this workflow change the ActiveMerge document?

No. It uses the incoming request as context for a Datagma enrichment and provides the result in the Notis run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveMerge triggers

Datagma actions

Recurring trigger

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

TriggerScheduled

Detect Job Change

Check whether a contact has changed jobs and verify their current employment.

ActionInstant

Webhook trigger

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

TriggerInstant

Enrich Person or Company

Enrich person or company data with contact, profile and business details.

ActionInstant

Find Work Email

Find a professionally verified work email address for a person.

ActionInstant

Get Credits

Retrieve the current credit balance.

ActionInstant

Get Twitter Profile By Email

Find the Twitter profile associated with an email address.

ActionInstant

Get Twitter Profile by Username

Retrieve contact and professional details associated with a Twitter username.

ActionInstant

Reverse Phone Lookup

Look up information associated with a phone number.

ActionInstant

Search Phone Numbers

Find mobile phone numbers associated with an email or LinkedIn profile.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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