Create Clientary Invoices From Processed Details
Use extracted invoice details to reduce re-entry when creating an invoice in Clientary.
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
Re-entering dates and currency from a document adds friction and makes it easier to create an invoice with incomplete required details.
- Create an invoice when its required date, due date, and currency are available.
- Reduce manual re-entry from processed documents.
- Report missing required details before invoice creation.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice preparation.
- 3Tell Notis to create a Clientary invoice from supplied document details only when date, due date, and currency code are present, and report missing fields.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and confirm the invoice details before routine use.
Questions about this workflow
Which fields are required for invoice creation?
The listed Clientary action requires date, due_date, and currency_code. The client association is optional.
Will this workflow send the invoice?
No. It creates the invoice. 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 Affinda to Clientary. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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