Turn AimTell campaign follow-up into Clientary tasks
Give campaign follow-up a clear next step, so promising responses do not wait for you to remember them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Campaign review often ends with a mental note to follow up later, then the next urgent task takes over.
- Create a concrete next action from a campaign review
- Keep follow-ups in the project management flow
- Use a repeatable review rhythm
Setup
Build it in a few focused steps.
- 1Connect AimTell and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the AimTell campaign or subscriber activity details you provide and create relevant Clientary follow-up tasks.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real campaign example and review the tasks created.
Questions about this workflow
Can the schedule read AimTell campaign data automatically?
No AimTell trigger or read event is listed here. Supply the campaign information in the run context or through a system that sends it to Notis.
Will it create tasks for every subscriber?
The instruction can ask Notis to create tasks only for meaningful follow-ups based on supplied information. Avoid asking it to infer activity or history it cannot see.
Can tasks be linked to a project?
You can include project context in the instruction when it is available to the automation. The task action supports optional project association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Clientary. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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