Correct expense details where they are tracked
Send the correction details to Notis and update the expense record without hunting through the expense list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Expense
Updates an existing expense record.
Why this helps
Small expense corrections are easy to postpone when the original record is hard to find again.
- Apply corrections to the existing expense.
- Update only the fields that need fixing.
- Reduce manual search and re-entry.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe how to correct an expense record.
- 3Choose a webhook trigger for expense correction requests.
- 4Choose where run reports should go.
- 5Test with one real correction and verify the expense ID and changes.
Questions about this workflow
What is needed to update an expense?
Provide the expense ID. The other fields are optional and should be included only when they need changes.
Can this change the project assignment?
Yes, if you provide the intended project assignment details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract 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
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
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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