Start invoicing from a completed Affinity handoff
Carry the billing details into Clientary when a relationship or project is ready to invoice.
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
Invoice setup can be delayed when the handoff from relationship work to billing is unclear or scattered.
- Start invoice creation from a clear handoff.
- Use required dates and currency supplied with the request.
- Reduce context switching between relationship and billing work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, for invoice handoff.
- 3Tell Notis to create a Clientary invoice from a ready-to-bill request using the supplied date, due date, currency, and client details.
- 4Choose the notis_webhook trigger and a report destination.
- 5Test with a real invoice-ready example and inspect the resulting invoice.
Questions about this workflow
What fields are required to create the invoice?
The listed action requires date, due_date, and currency_code. A client can also be associated using client_id.
Does this automatically send the invoice?
No. This action creates an 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 Affinity to Clientary. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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