Connect Active campaign to Clientary

When something happens in Active campaign, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Active campaign to Clientary

View example

Add qualified ActiveCampaign leads to Clientary

Turn a qualified prospect from an ActiveCampaign workflow into a Clientary lead, with campaign context included for follow-up.

View example

Create Clientary clients from converted ActiveCampaign contacts

When an ActiveCampaign conversion signal arrives, create a Clientary client record with the available company information.

View example

Add campaign contacts to the right Clientary client

Use an ActiveCampaign webhook to create a Clientary contact under a specified client, with the required name and email.

View example

Start a Clientary project when an ActiveCampaign deal is won

Turn a deal-won webhook into a Clientary project, using the project name and rate included in the request.

View example

Prepare a Clientary invoice from a confirmed deal

Create a Clientary invoice when a confirmed deal request supplies the required dates and currency, plus client details if available.

View example

Create Clientary follow-up tasks from ActiveCampaign requests

Turn a specific follow-up request from an ActiveCampaign webhook into a Clientary task, with project, client, or assignee context when supplied.

View example

Log approved work hours from an ActiveCampaign handoff

Create a Clientary project-hours entry when an ActiveCampaign webhook supplies a project, work title, and hours count.

View example

Create a Clientary review task for stale ActiveCampaign deals

On a schedule, review ActiveCampaign deals against a user-defined stale threshold and create a Clientary task for deals that need attention.

View example

Prepare Clientary tasks for upcoming ActiveCampaign renewals

Review ActiveCampaign deals on a schedule and create Clientary preparation tasks for renewals within a user-defined window.

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Clientary. A trigger fires from one place; an action lands in another.

Active campaign triggers

Clientary actions

Recurring trigger

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

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.