Move a Campaign Win Into Project Setup
Turn a confirmed win into a project record without retyping the basics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
A won opportunity can sit between campaign reporting and actual client delivery setup.
- Create a project record when a win is confirmed.
- Carry campaign context into delivery setup.
- Avoid creating projects from unqualified ad interest.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that uses a supplied confirmed-win notice to create a Clientary project with the client and rate details provided.
- 3Pick the webhook trigger.
- 4Choose where run reports go.
- 5Test with one real win and confirm the project uses valid client and rate information.
Questions about this workflow
Does Adyntel report customer wins?
The listed Adyntel capabilities do not specify a win event. Send a confirmed-win notice to the Notis webhook to start this workflow.
What information is needed to create a project?
Provide the client and project rate details needed for your Clientary account. Notis should ask or skip creation if required information is absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Clientary. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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