Start invoicing from a confirmed ActiveCampaign deal
Carry the confirmed deal into your billing workflow with the invoice details gathered at the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Billing can be delayed when the deal is closed but invoice dates and currency still need to be copied into another tool.
- Reduce re-entry of confirmed deal information.
- Promptly create an invoice record for follow-up.
- Keep the sales-to-billing handoff tied to the deal context.
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 invoice when an ActiveCampaign webhook reports a confirmed, billable deal, using the supplied date, due date, currency, and client association when available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal and review the invoice before using the workflow routinely.
Questions about this workflow
What invoice details are required?
The Clientary action requires an invoice date, a due date, and a currency code. A client association is optional, but should be supplied when appropriate.
Will this email the invoice to the client?
No. This workflow creates an invoice record. Sending an invoice message is a separate Clientary action.
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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