Give stalled deals a clear next step
Have Notis surface deals that have gone quiet and turn the ones needing attention into a Clientary task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
When deal follow-up depends on memory, quiet opportunities can slip out of view among active work.
- Create a visible next step for deals that meet your stale criteria.
- Review opportunities in a regular workflow.
- Avoid scanning every deal manually.
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 deal that has had no progress for the threshold you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal that meets your threshold and review the task.
Questions about this workflow
How does Notis know whether a deal is stale?
Specify the no-progress threshold in the instruction. The connected data must include a usable last-activity or modification date.
Can it create a task for every deal?
The instruction should restrict tasks to deals meeting your criteria and include enough information to identify each follow-up.
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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