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Notis

Record campaign delivery hours while the work is fresh

Capture approved time against the right Clientary project without adding another manual entry later.

Trigger

Webhook received

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

Action

Create Project Hours

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

Why this helps

Time tracking slips when campaign delivery work is spread across focused work blocks and context changes.

  • Record supplied approved hours against a specified project.
  • Keep a useful title with the time entry.
  • Avoid guessing hours or project assignments.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Clientary once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to create a project hours entry only from an approved time report that names the project and hours worked.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real time report and verify the project and hours.

Questions about this workflow

Will Notis infer how many hours were worked?

No. The request must supply the hours count.

What else is needed for the entry?

The Clientary action is for a specific project and requires a title and hours count.

When this happens · Trigger

Do this · Action

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

Connect any two apps with Notis in the middle.

ActiveTrail and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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