Capture deal expenses alongside client work
Record a deal-related cost while the details are at hand, with the amount included in the request.
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
Small deal and outreach costs can be forgotten when they are recorded separately from client operations.
- Capture expenses with a clear amount and context.
- Keep deal-related costs in Clientary expense tracking.
- Avoid reconstructing expense details later.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Clientary expense from each incoming expense handoff, using the amount and other supplied details.
- 4Choose the notis_webhook trigger and a run-report destination.
- 5Test with one real expense example and verify the amount and description.
Questions about this workflow
What must the request include?
The Clientary expense action requires an amount. Include any date, description, client, or project details needed for the record.
Will it decide whether an expense is reimbursable?
Only if the relevant policy and information are supplied. Otherwise, have Notis record the available details without guessing.
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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