Send a ready Clientary invoice from a billing handoff
Move a confirmed billing handoff into the invoice email step with less manual chasing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Invoice Message
Sends an invoice message to recipients by email.
Why this helps
A completed invoice can sit unsent when the decision to bill and the send step happen in separate tools.
- Make the invoice send step follow a clear handoff.
- Use supplied recipient and message details.
- Reduce the chance that a ready invoice remains unsent.
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 sending.
- 3Tell Notis to send the specified Clientary invoice message only when the incoming request confirms it is ready and supplies the message details.
- 4Choose the notis_webhook trigger and select a report destination.
- 5Test with one real approved invoice example and verify the recipient and message.
Questions about this workflow
Will the workflow decide whether an invoice is approved to send?
Only if the request includes an explicit approval signal and your instruction defines it. Do not rely on missing approval context.
What can the invoice message include?
The Clientary action supports a subject, message content, recipients, and options such as a copy to yourself or PDF attachment, based on its available inputs.
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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