Put campaign review on your Clientary task list
Give campaign learning a regular place in your work week, with the results checked before decisions are made.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Campaign analysis is easy to postpone when nobody has a clear time or task to do it.
- Make campaign review a visible task.
- Keep analysis separate from unverified assumptions about results.
- Choose a cadence that fits your marketing routine.
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 Clientary task asking you to review recent campaign results and include only results it can retrieve or that you provide.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one scheduled run and review the task wording.
Questions about this workflow
Will the task include campaign metrics automatically?
Only if Notis can retrieve them through the connected app or you supply them. The workflow should not invent results.
Can I choose how often it runs?
Yes. Choose a recurring schedule in Notis that matches your review routine.
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
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