Keep proposal next steps visible in Clientary
Make the next move after a proposal conversation clear and easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Proposal follow-up is easy to lose when the next action stays buried in a campaign response.
- Turn an agreed proposal action into a task.
- Retain supplied context and relevant project details.
- Keep follow-up visible without relying on memory.
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 task only when a response describes an agreed proposal follow-up, using supplied project or assignee details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real response containing an agreed next step.
Questions about this workflow
Does this send a proposal to the client?
No. It creates a Clientary task to track a follow-up action.
What if the response does not include an agreed next step?
The instruction should have Notis report it without creating a task.
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.
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.
ActiveTrail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.