Set up recurring billing with fewer loose ends
Give recurring billing a regular review point so client and delivery details do not get overlooked.
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 setup can be postponed when client details, schedule terms and address checks are scattered.
- Create recurring schedules from supplied billing instructions
- Check required schedule details before creating the record
- Surface incomplete client or location information in run reports
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the supplied recurring billing candidates and create a Clientary recurring schedule only when required fields and Addresszen location checks are present.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real candidate before relying on the schedule.
Questions about this workflow
What is required for a recurring schedule?
The listed action requires client_id, next_date, time_interval, currency_code and due_period.
Where does the workflow get candidates?
The scheduled instruction needs access to a supplied candidate list or source. Addresszen's listed description does not specify a recurring billing queue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Clientary. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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