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Notis

Never Create a Duplicate Signer Contact

When someone signs, Notis checks if they already exist in Campayn before creating a new contact. If they're already there, Notis updates their record instead. No more broken engagement metrics from duplicate entries.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Contact

Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.

Why this helps

Duplicate contacts destroy email engagement tracking and lead to confusing, fragmented communication history with the same person.

  • Keep engagement history unified
  • Maintain accurate open and click rates
  • Avoid confusing signers with duplicate emails
  • Clean, trustworthy contact database

Setup

Build it in a few focused steps.

  • 11. Ensure both Ignisign and Campayn are connected to Notis.
  • 22. Tell Notis: 'When someone signs a document, check if they already exist in Campayn by email. If yes, update their record; if no, create a new contact.'
  • 33. Notis sets up the webhook with duplicate-detection logic based on email address.
  • 44. Test by signing with the same email twice - Notis should update, not create a new contact.
  • 55. Notis reports each time a contact is updated vs. created so you know what happened.

Questions about this workflow

How does Notis detect duplicates?

By default, email address - but you can ask Notis to use name + email or other matching rules.

What fields does Notis update on existing contacts?

Tell Notis which fields to update - for example, last-signed-date, document-type tags, or engagement status. You control what changes.

Will Notis merge historical data from duplicates?

You can ask Notis to do this, but it requires additional setup. Notis will consolidate open/click history and tags.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ignisign to Campayn. A trigger fires from one place; an action lands in another.

Ignisign triggers

Campayn actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Contact

Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".

ActionInstant

Delete List

Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".

ActionInstant

Delete webform

Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".

ActionInstant

Get Contact

Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.

ActionInstant

Get Contacts

Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.

ActionInstant

Get List

Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.

ActionInstant

Get Lists

Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".

ActionInstant

Connect any two apps with Notis in the middle.

Ignisign and Campayn, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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