Turn an e-signature milestone into a Salesforce follow-up
A signature often leaves one more thing to do. Send Notis the milestone and next step in a webhook request, and it creates a Salesforce task to keep that commitment visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Post-signature follow-ups are easy to lose when the document workflow ends before the sales activity is logged.
- Capture the next action at the signature milestone
- Keep follow-up work in Salesforce
- Reduce reliance on memory for routine handoffs
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how a signature webhook request should create a Salesforce follow-up task, including the task details and related record provided in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request and confirm the task appears with the right context.
Questions about this workflow
Does this detect signatures inside ActiveMerge by itself?
No ActiveMerge trigger events are listed. The automation starts when an HTTP request is sent, so a separate process must send it for the signature milestone.
Can the task be linked to a lead or opportunity?
The task can relate to Salesforce records supported by the action. Include the appropriate existing record reference and task details in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Salesforce. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
ActiveMerge and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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