Look up a phone number from a document workflow
Use a phone number already present in a document workflow to check what associated details Datagma can find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Reverse Phone Lookup
Look up information associated with a phone number.
Why this helps
When a number appears in a document or signature workflow, you may need context before deciding how to handle it.
- Reuse a phone number supplied in workflow context.
- Review associated information such as carrier or location when returned.
- Keep the lookup result connected to the originating run report.
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 webhook includes a phone number and ask Datagma for associated lookup details, then summarize the response.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example containing a phone number.
Questions about this workflow
What does the reverse lookup return?
Datagma looks up information associated with a phone number, such as carrier and location. Returned details depend on its available data.
Does this action find a person's phone number?
No. This action starts with a phone number and looks up associated information. Use Search Phone Numbers when you have an email or LinkedIn profile and need to find numbers.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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