Keep Campaign Spend Beside Client Work
Record ad spend alongside client expenses when the amount and context are known.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense record.
Why this helps
Campaign spend can be hard to reconcile when it stays separate from client and project records.
- Keep supplied campaign spend in Clientary.
- Retain the campaign name and reporting context.
- Associate the expense with a client or project when provided.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that records a supplied campaign spend amount as a Clientary expense and includes the supplied campaign details.
- 3Pick the webhook trigger.
- 4Choose where run reports go.
- 5Test with one real spend record and verify the amount and any client or project association.
Questions about this workflow
Can Adyntel always provide the spend amount?
The source description says Adyntel can fetch LinkedIn ads and campaign reports, but does not guarantee a spend field. Include the amount in the request or skip expense creation if it is unavailable.
Can the expense be assigned to a project?
Provide the applicable client or project context in the request when you want the expense associated.
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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