Correct Clientary expenses from a clear Ably handoff
When an expense detail is corrected, send the change to the existing record while the correction is easy to act on.
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 corrected amount or date in a message can be missed while the original expense remains in Clientary.
- Apply explicit corrections to an identified expense.
- Use supplied revised values for amount, description, assignment, or date.
- Keep the expense record aligned with the correction handoff.
Setup
Build it in a few focused steps.
- 1Connect Ably and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to update the Clientary expense identified in the webhook using only the correction details provided.
- 4Choose the webhook trigger and a run-report destination.
- 5Test with one real correction request and verify the updated expense.
Questions about this workflow
What does the request need to identify?
It must include the existing expense ID and the details that should change.
Will omitted fields be changed?
The action supports partial updates. Tell Notis to change only the fields explicitly included in the correction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Clientary. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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