Collect feedback after an ActiveMerge signature
A completed signature can prompt a timely feedback request, without adding another follow-up to your day.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
Signed documents can close a customer interaction before anyone remembers to ask how it went.
- Ask for feedback soon after a document is signed.
- Use the signer details included in the webhook.
- Keep the follow-up tied to a clear document milestone.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that a completed signature should schedule a Delighted survey for the signer in the webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed-signature webhook and review the run report.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure ActiveMerge or your connected backend to send that request when a signature is complete.
Where does the signer's contact information come from?
The webhook must include the person's email and any details needed for the survey. Notis can only use information supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Delighted. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Create or Update Person
Creates or updates a person and schedules a survey email.
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Delete Person
Permanently deletes a person and all associated data.
Get Autopilot Email Configuration
Retrieves the current email Autopilot configuration.
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Connect any two apps with Notis in the middle.
ActiveMerge and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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