Keep signed-document contacts ready in Dialmycalls
A signed document can be the handoff point for keeping a customer’s contact details in your calling account.
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
Copying signer details by hand creates another follow-up task and leaves contacts out of reach.
- Save signer details without retyping them.
- Use one webhook to start the contact handoff.
- Review the run report for missing or unclear details.
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 give it a name.
- 3Tell Notis to add a Dialmycalls contact from signer details in the incoming ActiveMerge webhook, and skip the add if the phone number is missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real signed-document example and review the report.
Questions about this workflow
Does ActiveMerge provide a built-in trigger for this workflow?
No ActiveMerge trigger is listed here. An HTTP request to the Notis webhook starts it, so your ActiveMerge setup or another connected service must send the signer details.
What if the webhook does not include a phone number?
Tell Notis to skip adding the contact and report which required detail is missing.
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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