Send approved campaign invoices from Clientary
Keep approved campaign billing moving with an invoice message that includes the right context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Invoice Message
Sends an invoice message to recipients by email.
Why this helps
An approved invoice can remain unsent when sending it requires another manual follow-up step.
- Send an invoice message for an approved billing request.
- Use supplied invoice, recipient and message details.
- Keep unapproved or incomplete requests from sending.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to send a Clientary invoice message only when the request explicitly approves sending and provides the invoice and recipient details.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one approved invoice example and confirm the recipient and message.
Questions about this workflow
Does the schedule approve sending?
No. The request must explicitly indicate that sending is approved.
What does this workflow send?
It sends an invoice message through Clientary using the supplied invoice and recipient information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Clientary. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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