Keep deal commitments from slipping through the cracks
Translate upcoming promises into clear tasks so the person responsible can see what needs to happen next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Promises recorded in a deal can disappear from view when the team shifts focus to other work.
- Surface commitments before their due dates.
- Create a task for each qualifying next step.
- Keep follow-through visible alongside client work.
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 review ActiveCampaign deals on schedule and create a Clientary task for each commitment due within the window you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal containing an upcoming commitment and review the task.
Questions about this workflow
What counts as a commitment?
Define the commitment types in your instruction, such as a promised deliverable or follow-up, and make sure the connected deal data contains the details and due date.
Does it assign a task automatically?
It can use an assignee when one is available and you describe how to choose them. Otherwise, it can create the task without an assignee.
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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