Create a Clientary invoice from approved billing details
Move approved billing details into an invoice when they are ready, with the required dates and currency included in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Invoice details approved in a document can sit idle while someone manually recreates them in billing software.
- Reduce re-entry of approved invoice information.
- Start invoice creation from an explicit approval handoff.
- Keep required dates and currency attached to the request.
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis and arrange for the approved ActiveMerge billing process to send an HTTP request to a Notis webhook.
- 2Create an automation in Notis from any channel, or in Automations, New Automation.
- 3Ask Notis to create a Clientary invoice from the request, including its invoice date, due date and currency code.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved billing example and review the invoice details.
Questions about this workflow
Which details are required to create the invoice?
The Clientary action requires an invoice date, due date and currency code. Include those in the request; a client can also be associated using its client ID.
Will this send the invoice to the client?
This workflow creates an invoice. Sending an invoice message is a separate Clientary action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clientary. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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