Make renewal preparation visible before the due date
Put renewal preparation on the work list early enough to gather context and plan the next conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Renewal dates are easy to overlook when they sit inside deal records instead of the team's active task list.
- Create preparation tasks within a defined lead time.
- Keep upcoming renewals visible in client work.
- Reduce last-minute renewal coordination.
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 renewals due within the lead time you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real upcoming renewal and review its task.
Questions about this workflow
What renewal information must ActiveCampaign provide?
The connected data needs a renewal or due date and enough context to identify the deal or client. Specify how far in advance to create a task.
Can this send a renewal proposal?
This workflow creates a Clientary task only. It does not create or send an estimate or proposal.
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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