Turn Approved Campaign Services Into an Invoice
Carry approved service details into invoicing without rebuilding the request by hand.
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
Approved campaign work can be ready to bill while invoice setup is still waiting on manual entry.
- Create an invoice from an approved request.
- Keep the campaign service context available.
- Reduce repetitive invoice setup when required details are supplied.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that creates an invoice only from an approved service request with its client, date, due date, currency, and billing details supplied.
- 3Pick the webhook trigger.
- 4Choose where run reports go.
- 5Test with one real approved request and confirm the invoice details before use.
Questions about this workflow
Does Adyntel provide invoice dates or billing amounts?
Those fields are not specified in the Adyntel capabilities. Supply the invoice date, due date, currency, client, and billing details in the request.
Does this send the invoice to the client?
No. This workflow creates an invoice record. Sending an invoice message is a separate Clientary action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Clientary. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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