Create invoices with delivery details checked
Bring billing and verified delivery context together when a client order is ready to invoice.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Billing can be delayed when delivery details and invoice preparation live in separate threads.
- Reduce manual handoffs between delivery checks and billing
- Create an invoice from supplied required invoice details
- Flag missing billing or address information
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 create a Clientary invoice from each eligible request only when date, due date and currency code are present, and report any address or billing issues.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice request.
Questions about this workflow
What fields are required by the listed invoice action?
It requires date, due_date and currency_code. A client can optionally be associated using client_id.
Does Addresszen create or validate invoice data?
No. Addresszen handles address autocomplete, shipping detail validation and location verification. The invoice details must come from the request or another supplied source.
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
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.