Keep retainer billing on a dependable schedule
Prepare the next creative retainer invoice on time, with less manual calendar checking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Recurring client billing can be missed when the invoice date depends on remembering a separate reminder.
- Create an invoice on a schedule for known billing dates.
- Keep retainer billing steps visible in Clientary.
- Reduce manual calendar checks for recurring work.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Clientary once in the Notis portal.
- 2Create an automation and describe the scheduled retainer invoice outcome.
- 3Pick the schedule trigger and choose where run reports go.
- 4Run one real example with invoice date, due date, and currency to test.
Questions about this workflow
What fields are required to create the invoice?
The action requires an invoice date, due date, and currency code. A client can optionally be associated by client ID.
Does this create a recurring invoice schedule?
No. It creates an invoice at the selected Notis schedule. Clientary has a separate recurring schedule action that is not used here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Clientary. A trigger fires from one place; an action lands in another.
Abyssale 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
Creates an invoice, optionally linked to a client.
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
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Abyssale and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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