Keep job costs visible in Clientary
Send a job cost into your expense workflow while the amount and context are easy to verify.
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
Expenses are easy to overlook when job details and accounting follow-up happen in separate places.
- Reduce forgotten expense entries.
- Keep client or project context when the request includes it.
- Make expenditure review easier to pick up later.
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 a webhook carrying a job cost should create a Clientary expense with its required amount and any supplied context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real expense and verify the amount and association in Clientary.
Questions about this workflow
What is required to create an expense?
Clientary requires an amount. Include other expense details and any client or project association when available.
Will this reconcile or pay the expense?
No. This workflow creates an expense record in Clientary; it does not perform payment or reconciliation.
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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