Turn an ActiveMerge document recipient into an EmailOctopus contact
Capture eligible recipients from document workflows without stopping to copy their details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
Recipient details can get lost between document generation and list management, creating extra admin and missed follow-up.
- Create contacts from webhook data when the recipient has agreed to join the list.
- Keep routine contact entry out of your document workflow.
- Have Notis check that the payload includes the required contact details and consent.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and EmailOctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe adding eligible document recipients to a specified EmailOctopus list, using consent and contact details supplied in the webhook.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real example webhook and review the result.
Questions about this workflow
Does ActiveMerge provide a built-in trigger for this automation?
No. Start it with a Notis webhook sent by an external tool or custom backend when the document workflow reaches the relevant point.
Will it add every recipient automatically?
Describe the consent condition in the instruction. The webhook needs to provide enough information for Notis to evaluate that condition.
Does this send an email campaign?
No. This action creates a contact in EmailOctopus. It does not send a campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Emailoctopus. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Create Field
Creates a custom field on a mailing list.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
ActiveMerge and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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