Connect ActiveTrail to Clientary

When something happens in ActiveTrail, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from ActiveTrail to Clientary

View example

Turn ActiveTrail interest into a Clientary lead

Create a Clientary lead from an ActiveTrail campaign response sent to a Notis webhook.

View example

Add a campaign responder to a Clientary client

Add a supplied responder as a contact under an existing Clientary client when a campaign response identifies the account.

View example

Create a Clientary client from a qualified campaign response

Create a Clientary client when a webhook request marks a campaign response as qualified and includes company details.

View example

Create a Clientary follow-up task from a campaign response

Turn a campaign response and its requested next step into a Clientary task for the relevant project or assignee when supplied.

View example

Review campaign suppression requests in Clientary

Create a Clientary lead review record for a campaign-related request that needs human follow-up, without treating it as sales interest.

View example

Schedule a Clientary task to review campaign results

Create a recurring Clientary task prompting a review of recent ActiveTrail campaign results, without assuming campaign metrics or history.

View example

Schedule a review of ActiveTrail email sequences

Create a recurring Clientary task to inspect email sequence performance and identify any follow-up, using available results or supplied data.

View example

Prepare a Clientary invoice from approved campaign work

On a schedule, create an invoice for campaign work only when supplied instructions provide approved billing details and required invoice fields.

View example

Start a Clientary project for new campaign work

Create a Clientary project from a webhook request for approved campaign work when the project name and rate are supplied.

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Clientary. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.