Update a Clientary project after a campaign event
Keep delivery work aligned when campaign conditions change.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.
Why this helps
Project plans can lag behind campaign developments and new customer signals.
- Keep project context current
- Reduce coordination messages
- Respond faster to campaign changes
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Clientary once in Notis.
- 2Create an automation for campaign-driven project updates.
- 3Describe how the campaign event should change the matching Clientary project.
- 4Pick the Mailchimp Campaign Trigger and choose where reports go.
- 5Test with one real campaign event.
Questions about this workflow
Which project fields can change?
Tell Notis to update supported fields such as description, status, rate, or budget when appropriate.
How is the project matched?
Provide the campaign or client identifier used in your Clientary project context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Clientary. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Mailchimp and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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