Send invoices with a note that fits the client
Give Notis the invoice and your message, then send a clear invoice email without a separate handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Invoice Message
Sends an invoice message to recipients by email.
Why this helps
Invoice follow-up can stall when the invoice is ready but the email still needs composing and sending.
- Reduce the gap between invoice readiness and delivery.
- Keep invoice context with the message.
- Use a consistent process for client billing emails.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe the invoice email you want sent.
- 3Choose a webhook trigger for an invoice ready request.
- 4Choose where run reports should go.
- 5Test with one real invoice and verify the recipient and message.
Questions about this workflow
Does this create an invoice?
No. It sends a message for an existing invoice, so supply the invoice details and intended recipients.
Can I control the email content?
Yes. Include the subject and message wording in the request or your instruction.
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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