Keep campaign contacts attached to the right Clientary client
Send the contact details and client context together, so an important relationship does not get stranded in a campaign list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
A contact without a clear client association can leave your team unsure where to find the conversation later.
- Keep the contact associated with the intended client.
- Capture the required name and email from the request.
- Reduce searching across campaign and client records.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Clientary once in Notis.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to create a Clientary contact under the client identified in the ActiveCampaign webhook, using the supplied name and email.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and confirm it appears under the intended client.
Questions about this workflow
What information does this action need?
The Clientary action requires a specified client and the contact's name and email. Make sure those details are available to the automation.
Can it choose a client based on an email domain?
You can describe matching rules, but the request or connected app must provide enough information to identify the right Clientary client.
When this happens · Trigger
Do this · Action
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.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Active campaign and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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