Capture Processed Expenses On A Schedule
Set a regular pass for expense documents that are ready to enter in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Creates a new expense record.
Why this helps
Expense documents processed during a busy week can remain outside Clientary until someone remembers a separate bookkeeping pass.
- Batch eligible processed expense records into Clientary on a routine.
- Avoid creating expenses when the required amount is absent.
- Make incomplete records visible in run reports.
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 scheduled expense capture.
- 3Tell Notis to create a Clientary expense for each eligible processed expense document with an available amount, and report incomplete records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one eligible document and one incomplete document to review both outcomes.
Questions about this workflow
What information must be available to create an expense?
The Clientary action requires an amount. Other available details can inform the description or assignment if your instruction specifies them.
How does Notis know which documents have already been entered?
That depends on the data available to the scheduled automation. Include a reliable status or deduplication method in the instruction, or review the source data before enabling routine runs.
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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