Sync customer contacts from document workflows
Keep the contact record current when a document workflow supplies updated customer details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upsert Contacts
Creates or updates up to 20,000 contacts in bulk; invalid contacts are reported without blocking the import.
Why this helps
Customer details collected during a document process can be left out of the messaging system.
- Create new contacts and update existing ones in one action.
- Reduce retyping customer details across systems.
- Keep contact information from the source process together.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to upsert the contact details included in the webhook request into Dripcel when the request signals a customer record is ready.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the result in Dripcel.
Questions about this workflow
Will this action update existing contacts?
Yes. Upsert Contacts creates new contacts or updates existing ones, with a limit of 20,000 contacts per request.
Which details can it sync?
The webhook must supply the contact details. Ask Notis to use only the information the request provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dripcel. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Delete a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contacts in Bulk
Creates up to 100,000 new contacts in bulk; existing contacts are not updated.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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