Keep qualified ActiveCampaign leads ready in Clientary
When a prospect meets your qualification criteria, capture them in Clientary with the context your next follow-up needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Copying prospect details between tools makes it easy to lose the campaign context or forget a promising lead.
- Keep qualified prospects in one place for follow-up.
- Carry campaign context into the lead record when it is present.
- Avoid retyping contact and company details.
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 lead when an ActiveCampaign webhook reports a prospect who meets your qualification criteria, including available company, contact, and campaign details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified prospect and review the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Configure your ActiveCampaign process to send the prospect details when your qualification criteria are met.
Can it decide whether a prospect is qualified?
Yes, describe your qualification rules in the instruction. Include any required data in the webhook request so Notis can evaluate it.
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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