Answer 7shifts billing questions with Clientary invoice details
Get the invoice facts you need without switching systems or searching manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoice
Tool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status.
Why this helps
Billing questions interrupt operations when invoice details are hard to locate.
- Find invoice status quickly
- Respond with accurate details
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Clientary in Notis once.
- 2Create an automation that identifies the invoice requested in each billing payload and retrieves its Clientary details.
- 3Choose the webhook trigger.
- 4Select a report channel and test with one real question.
Questions about this workflow
What if the invoice ID is missing?
Ask Notis to report the missing identifier and avoid guessing.
Does this send the invoice?
No. It retrieves invoice details only; use a send action when you need delivery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Clientary. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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