Keep merged contract context with its Salesforce record
When a merged contract is ready, send its summary and related Salesforce record details to Notis. Notis adds a note so the context stays close to the deal or account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Merged contract details can be separated from the Salesforce record teammates use to manage the relationship.
- Keep document context alongside the related record
- Make contract details easier for teammates to find
- Avoid manually copying summaries into Salesforce
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 webhook request about a completed merge should create a Salesforce note, and what record identifier and summary the request must contain.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request and verify the note is attached to the intended record.
Questions about this workflow
Can the webhook start automatically when ActiveMerge merges a file?
No ActiveMerge trigger events are listed here. An external integration or process must send an HTTP request to start this workflow.
Which Salesforce record can receive the note?
The request needs to identify an existing Salesforce record. The note action attaches content to a Salesforce record using the supplied record reference.
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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