Move signed agreements into onboarding
Turn a signed agreement into the next operational step, so the new customer does not wait for someone to remember to start onboarding.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
A signed agreement can sit untouched while teams manually notify each other to begin onboarding.
- Reduce manual handoffs after signing.
- Start a consistent onboarding process sooner.
- Connect agreement intake to contact follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to extract the signer's email and add the matching contact to your chosen ActiveCampaign automation.
- 3Pick a webhook trigger.
- 4Choose where Notis should send run reports.
- 5Test with one signed agreement and confirm the intended contact is enrolled.
Questions about this workflow
Does this create the onboarding automation?
No. The ActiveCampaign automation must already exist. This workflow adds an existing contact to the automation you identify.
What if the signer is not yet a contact?
This action adds an existing contact by email. Ask Notis to report missing contacts for follow-up rather than assuming they can be enrolled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Active campaign. A trigger fires from one place; an action lands in another.
Affinda triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
Affinda and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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