Give every meaningful push response a next step
Capture a concrete follow-up while the response is fresh, without switching between campaign analytics and task lists.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
A response can arrive at the wrong moment and get lost before you turn it into a next action.
- Turn an incoming response into an assigned next action
- Keep supplied context with the task
- Reduce the gap between engagement and follow-up
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 create a Clientary task from the response details in each incoming request, including a concise title and useful context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real response request and review the task.
Questions about this workflow
What starts the workflow?
A Notis webhook request starts it. AimTell has no trigger events listed, so a connected website or other system must send the response details.
Can it assign the task to a staff member?
The task action supports an optional assignee. Supply a valid assignee reference or ask for an unassigned task if the request does not identify one.
Does the task include the subscriber's full activity history?
Only if that history is included in the webhook request. Notis cannot assume activity details that were not provided.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.