Move approved billing details into Clientary
For a billable handoff with agreed invoice details, Notis can prepare the invoice in Clientary from a webhook.
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
Billing can stall when approved client work is separated from the invoice workflow.
- Carry agreed billing context into the invoicing system.
- Reduce manual setup after a billable handoff.
- Avoid assuming dates, currency, or amounts that are not present.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary invoice only for the specified approved billable handoff and use supplied date, due date, currency, and other available details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real approved billing example.
Questions about this workflow
What must be supplied to create an invoice?
The action requires a date, due date, and currency code. Ask Notis to stop and report if any are missing.
Can AgencyZoom policy status determine an invoice amount?
No amount rule is provided here. Supply an agreed amount or invoice details in the source context before asking Notis to create one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clientary. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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