Give each document batch a clear contact group
A named group makes it easier to find the people connected to a document batch when follow-up is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Group
Create a group for organizing contacts.
Why this helps
Without a consistent group, related recipients can be difficult to identify when follow-up comes around.
- Create a group from the batch name sent in the webhook.
- Keep related document recipients organized together.
- Get a report when the incoming request does not include a usable group name.
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 document-batch grouping.
- 3Tell Notis to create a Dialmycalls group using the batch or campaign name in the incoming ActiveMerge webhook, and report if the name is missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real batch example and review the report.
Questions about this workflow
Does this workflow add the recipients to the group too?
No. The listed action creates a group only. Adding contacts to a group is not among the available actions.
Where does the group name come from?
It must be included in the webhook request sent to Notis, such as a document batch or campaign name.
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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