Turn won deals into ready-to-track Clientary projects
Give a signed piece of work a home for time, expenses, and task tracking as soon as the deal is won.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
A won deal can sit between sales and delivery while someone creates the project by hand.
- Start delivery tracking sooner after a deal is won.
- Use deal context to describe the project.
- Reduce manual sales-to-delivery handoff steps.
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 project when an ActiveCampaign webhook reports a won deal, using the supplied project name and rate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won deal and review the project details.
Questions about this workflow
What does the project action require?
The Clientary action requires a project name and rate. Include those in the request or make them available from the connected app.
Can this create a project for every deal update?
Describe the won-deal condition in the instruction and send the webhook only when the deal meets it, or include a status Notis can evaluate.
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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