Keep campaign requests needing review visible
Make unusual or unclear campaign requests easier to find and resolve without mislabeling them as buying intent.
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
A reply that needs careful handling can disappear in a campaign inbox or be mistaken for a sales lead.
- Make unresolved campaign requests visible for human review.
- Preserve the supplied request context.
- Avoid treating a suppression or service request as sales interest.
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 clearly labeled Clientary lead review record only for requests your team has designated for follow-up, and preserve the request type.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real review request and verify its label makes the purpose clear.
Questions about this workflow
Is a Clientary lead the same as a suppression list?
No. This workflow creates a review record only; it does not add someone to an ActiveTrail suppression list or change subscription status.
Should every unsubscribe request become a lead?
No. Use this only for requests your team has explicitly designated for follow-up, and handle subscription changes through the appropriate system.
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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