Set up recurring Clientary invoices on a schedule
For repeat billing, give Notis the schedule details once and create the recurring invoice schedule in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Recurring Schedule
Sets up recurring invoice generation for a client at regular intervals.
Why this helps
Recurring billing can slip when someone has to remember to recreate or maintain the schedule manually.
- Reduce manual setup for repeat billing.
- Keep a recurring billing schedule in Clientary.
- Use a Notis schedule to initiate the setup at a chosen time.
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis.
- 2Create an automation in Notis from any channel, or in Automations, New Automation.
- 3Tell Notis to create a recurring invoice schedule in Clientary using the client ID, next date, time interval, currency code and due period you provide.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real client schedule and review the created schedule.
Questions about this workflow
What information does Clientary require?
The action requires a client ID, next date, time interval, currency code and due period. Provide those details in your instruction or supporting context.
Does the Notis schedule generate each invoice?
The Notis cron trigger starts the setup automation. The Clientary action creates a recurring schedule that Clientary uses for automatic invoice generation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.