Fix expense details as soon as they are verified
Resolve expense errors while the receipt and project context are still available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Expense
Tool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client assignment, project assignment, or incurred date. All fields except ID are optional.
Why this helps
A small expense error can distort project costs and create extra reconciliation work later.
- Keep project costs accurate
- Reduce reconciliation effort
- Resolve mistakes quickly
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Clientary in Notis once.
- 2Create an automation named Approved Expense Correction.
- 3Tell Notis to update the specified Clientary expense only after a review webhook confirms the corrected fields.
- 4Choose the webhook trigger and report channel.
- 5Test with one approved correction payload.
Questions about this workflow
Which fields can be corrected?
The action supports fields such as amount, description, client, project, and incurred date.
Can it update without an expense ID?
No, provide the existing Clientary expense identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Clientary. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
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.
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.
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.
0CodeKit and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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