Keep campaign responders attached to the right client
Give an existing client account one reliable contact record for each relevant campaign response.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
A campaign response can arrive without a clear next step for keeping the account's contact list current.
- Keep relevant campaign responders with their client account.
- Use the supplied name and email for the contact record.
- Surface an unclear client match for review instead of guessing.
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 add a supplied responder as a contact only when the request identifies the Clientary client; report unresolved matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real response that identifies an existing client.
Questions about this workflow
What information is required to create the contact?
Clientary requires a name and email, and the contact must belong to a specified client.
What if the response does not identify a matching client?
Have Notis report the ambiguity for review rather than creating a contact under a guessed account.
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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