Keep important campaign follow-ups on your Clientary task list
Move a concrete next step into the place where your client work is already managed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task (v2)
Creates a task, optionally linked to a project, client, or assignee.
Why this helps
Follow-ups buried in campaign activity are easy to miss when your team switches back to delivery work.
- Bring selected follow-ups into the work queue.
- Keep available client and project context with the task.
- Make next steps easier to find during delivery 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 create a Clientary task when an ActiveCampaign webhook includes a follow-up that should be tracked, using its title and any supplied project, client, or assignee context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up request and review the task.
Questions about this workflow
Can the task be linked to a client or project?
Yes, when the relevant context is supplied or can be identified from the connected app. Describe the intended association in the instruction.
Will every campaign activity create a task?
Only activity matching the conditions in your instruction should create a task. Define which follow-ups are important enough to track.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.