Turn qualified campaign responses into Clientary clients
Move a clear buying signal into your client workspace without retyping the company details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Qualified interest can sit in marketing tools while you still need to create the customer record by hand.
- Create a client record from a qualified request.
- Use the supplied company and contact information.
- Keep incomplete or ambiguous requests visible for review.
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 client only when the incoming request marks the response qualified and provides adequate details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified response example.
Questions about this workflow
How does Notis know a response is qualified?
The incoming webhook request must provide that qualification decision or the criteria you want Notis to apply.
Does the workflow create clients for every campaign response?
No. Its instruction should limit creation to requests that meet your stated qualification rule.
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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