Set up recurring billing for an approved campaign retainer
Keep approved recurring campaign work on a predictable billing schedule.
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 client work can create repeated billing admin and make it easy to miss a cycle.
- Set up recurring invoice generation for an approved retainer.
- Use the supplied client and schedule terms.
- Avoid creating a schedule when required terms are missing.
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 a recurring schedule only for an approved retainer with client ID, next date, interval, currency code and due period supplied.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one approved retainer and review the schedule details.
Questions about this workflow
What information does Clientary require for a recurring schedule?
It requires client ID, next date, time interval, currency code and due period.
Does the workflow decide a retainer's billing terms?
No. The terms and approval must be supplied in the request or be available to Notis.
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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