Bring signer context into your document workflow
When a signature is complete, look up the signer by email in Doppler and bring subscriber details into the workflow report for the next decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Subscriber
Retrieve a subscriber’s details.
Why this helps
A completed document may leave you without the marketing context needed to decide what follow-up makes sense.
- Retrieve available subscriber details by email
- Reduce manual searching before follow-up
- Keep a record of the lookup in Notis run reports
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Doppler once in the Notis portal.
- 2Create an automation by describing the desired lookup in plain language.
- 3Tell Notis to retrieve the Doppler subscriber for the email in a completed-signing webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real signer email and review the returned details.
Questions about this workflow
Does the lookup create a subscriber if no match exists?
No. This action retrieves details for a subscriber by email; it is not an add action.
What starts the lookup?
A webhook request starts it, because ActiveMerge exposes no native trigger event here.
Will it retrieve sensitive document contents?
The action is a Doppler subscriber lookup. The workflow should only receive and use the contact data needed for that lookup.
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.
Add Subscriber
Add a subscriber to a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a subscriber list for an account.
Check Subscriber Exists
Checks whether a subscriber exists in an account.
Delete List
Permanently delete a subscriber list.
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Get Campaigns
Retrieve all campaigns associated with an account.
Unsubscribe Subscriber
Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.
Get List
Retrieve details of a subscriber list.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Doppler marketing automation.