Prepare invoices for approved campaign services
Turn approved marketing work into a Clientary invoice with the billing details checked before creation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Billing for campaign services can require piecing together the approval and invoice details from several places.
- Create an invoice only for approved work.
- Require the date, due date, currency code and supplied billing details.
- Keep missing invoice information visible before creation.
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 create invoices only for approved campaign services when all required invoice details are available; report incomplete requests.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one approved example and verify the invoice details before using the workflow routinely.
Questions about this workflow
What required invoice details must be supplied?
Clientary requires a date, due date and currency code. Supply the approved billing details and client association as needed.
Does a schedule itself identify billable campaign work?
No. The approval and work details must be available to Notis through the connected app or supplied instructions.
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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