Turn Processed Receipts Into Clientary Expenses
Capture receipt amounts in Clientary while the document is already being processed.
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
Receipts are easy to misplace between document processing and expense tracking, especially when the amount must be entered by hand.
- Record a receipt amount in Clientary without rekeying it.
- Keep expense details close to the source document workflow.
- Surface incomplete receipt information in the run report.
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 receipt processing.
- 3Tell Notis to create a Clientary expense from each parsed receipt, requiring an available amount and using the extracted description.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real receipt and check the expense amount and description.
Questions about this workflow
What happens when Affinda cannot extract an amount?
The Clientary expense action requires an amount. Instruct Notis to report the missing amount for review instead of creating an incomplete expense.
Can it assign the expense to a project?
Only when the necessary project information is present and your instruction identifies how to resolve it. The workflow should report uncertain matches for review.
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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