Save document recipients for later follow-up
Keep recipient details close to the team’s calling and messaging tools as document workflows move forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact
Add a contact to your contact list.
Why this helps
Recipient details can get stranded in a document workflow and require a separate round of data entry.
- Capture recipients as contacts when their details arrive by webhook.
- Reduce manual copying between document and contact tools.
- See when a contact could not be added because details were incomplete.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for recipient capture.
- 3Tell Notis to add a Dialmycalls contact using recipient details from the incoming ActiveMerge webhook, and report missing phone numbers.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recipient example and review the report.
Questions about this workflow
Will Notis watch ActiveMerge automatically?
No ActiveMerge trigger event is listed. The workflow starts when an HTTP request reaches its Notis webhook.
Can the workflow add a recipient with only an email address?
The listed Add Contact action requires a phone number, so tell Notis to report and skip records without one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dialmycalls. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Add a sub-account with delegated dialing access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Add a contact to your contact list.
Add Group
Create a group for organizing contacts.
Delete Access Account
Delete a sub-account.
Delete Caller ID
Permanently delete an existing caller ID.
Delete Contact
Permanently delete a contact from your list.
Delete Group
Delete an existing contact group.
Delete Recording
Permanently delete a custom recording.
Connect any two apps with Notis in the middle.
ActiveMerge and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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