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Notis

Keep generated document contacts in one place

When an ActiveMerge workflow produces a document or image for a new contact, send a webhook to Notis to create or associate that person in Doppler.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Account Subscriber

Creates or associates a subscriber with an account, optionally adding them to lists.

Why this helps

Contacts captured during document generation can end up scattered across files, inboxes, and marketing tools.

  • Capture contact details at account level
  • Optionally include list memberships when appropriate
  • Reduce re-entry between document and marketing workflows

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Doppler once in the Notis portal.
  • 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation.
  • 3Describe which generated-document contacts should be created or associated in the Doppler account and any optional lists.
  • 4Choose the webhook trigger and a destination for run reports.
  • 5Send one real example and review the run report for the contact outcome.

Questions about this workflow

When should I use account-level subscriber creation?

Use it when the contact should exist in the Doppler account, with optional list memberships, rather than only being added to one specific list.

What starts the workflow?

A webhook request starts it. ActiveMerge does not expose a native trigger event in this package.

Can Notis decide whether the person belongs on a list?

You can describe the rule in your instruction, but provide the relevant details in the webhook data. Confirm that the person is eligible for marketing contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Doppler marketing automation. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Doppler marketing automation actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Subscriber

Add a subscriber to a list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Create a subscriber list for an account.

ActionInstant

Check Subscriber Exists

Checks whether a subscriber exists in an account.

ActionInstant

Delete List

Permanently delete a subscriber list.

ActionInstant

Create Account Subscriber

Creates or associates a subscriber with an account, optionally adding them to lists.

ActionInstant

Get Campaigns

Retrieve all campaigns associated with an account.

ActionInstant

Unsubscribe Subscriber

Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.

ActionInstant

Get List

Retrieve details of a subscriber list.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Doppler marketing automation, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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