Turn an ActiveCampaign conversion into a Clientary client
Move a new customer into your client workspace without starting their record from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
After a deal closes, the handoff to client operations can stall while someone recopies company details.
- Start client setup promptly after a conversion.
- Reuse company details supplied by the conversion request.
- Reduce manual handoff work between marketing and client operations.
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 client when an ActiveCampaign webhook reports a conversion, using the available company details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real conversion and review the client record.
Questions about this workflow
Does this create a client for every contact?
No. The instruction can limit creation to conversion requests that meet the criteria you describe.
What if the webhook does not include all company details?
Notis can only use information supplied in the request or available from the connected app. Specify what to do when a required detail is missing.
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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