Organize contacts by ActiveMerge document workflow
Make the document workflow that matters visible in EmailOctopus segmentation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Tag
Creates a tag on a mailing list for contact organization.
Why this helps
When contacts come from several document workflows, it is easy to lose track of which process they belong to.
- Apply a consistent tag based on the workflow named in the webhook.
- Create a missing tag when needed.
- Make document-related groups easier to find in EmailOctopus.
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 tagging the contact named in each webhook with a tag that reflects its ActiveMerge workflow.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real example webhook and check the contact's tags.
Questions about this workflow
Does the webhook need to identify a contact?
Yes. Include the information needed to find the contact and the document workflow category to use for the tag.
Can this create a tag?
Yes. The selected action can create a tag on an EmailOctopus list.
Does this enroll a person in a campaign?
No. It manages a tag. Campaign sending is not part of this workflow.
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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