Turn receipt submissions into expense records
Submit a receipt's expense details once and let Notis record them for tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense record.
Why this helps
Unrecorded expenses pile up when receipt details are scattered across inboxes and files.
- Record an expense while the receipt is at hand.
- Keep the amount and description together in Clientary.
- Optionally associate the expense with a client or project when supplied.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and tell Notis to record submitted expense details.
- 3Choose a webhook trigger for receipt submissions.
- 4Choose where run reports should go.
- 5Test with one real expense and confirm the amount and details.
Questions about this workflow
What is required to create an expense?
The Clientary action requires an amount. Include it in the submitted details.
Can expenses be linked to a client or project?
Yes, when the relevant client or project details are supplied.
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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