Send the invoice message when job billing is ready
When your billing process confirms an invoice is ready, let Notis carry the message details into Clientary for delivery.
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
Invoices can be prepared but left unsent when sending requires a separate follow-up step.
- Reduce the chance an approved invoice waits unsent.
- Keep delivery tied to an explicit ready-to-send handoff.
- Include a tailored subject and message when provided.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that the webhook should send a Clientary invoice message only when billing is explicitly marked ready, using the supplied invoice, recipients, subject, and message.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one approved example and confirm the intended invoice and recipients before regular use.
Questions about this workflow
Will this send an email?
Yes. The Clientary action sends an invoice message to recipients via email, so the webhook and prompt should identify the intended invoice and recipients.
Can it attach a PDF or copy me?
The action supports options such as attaching a PDF or sending a copy to yourself. Specify the desired options in the automation instruction when relevant.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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