Capture ActiveTrail campaign interest as a Clientary lead
Keep promising campaign responses visible in the place where your sales work happens.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Campaign interest can get buried in email activity while you are switching between marketing and client work.
- Put campaign responders into a dedicated sales follow-up list.
- Carry the submitted company and contact details into the lead record when provided.
- Reduce manual re-entry between marketing and client management.
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 lead from each incoming campaign response, preserving supplied details and noting missing information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real response example sent to the webhook.
Questions about this workflow
Does ActiveTrail provide a trigger event for this workflow?
No ActiveTrail trigger event is listed here. The workflow starts when an external tool or custom backend sends a request to the Notis webhook.
Will Notis invent missing lead details?
No. Tell Notis to use supplied information and report any important details that are missing.
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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