Put client-related expenses where project costs live
Send a webhook for a specific expense, and Notis can create its Clientary record using the supplied amount and context.
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
Client-related spending can be forgotten or separated from the project and client records it belongs with.
- Capture an expense in the system used for project and client work.
- Associate the expense when a clear client or project match exists.
- Avoid guessing the amount, date, or assignment.
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 expense from the specified AgencyZoom-related expense details and report any unclear client or project association.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real expense example.
Questions about this workflow
What is required for a Clientary expense?
The action requires an amount. Include the amount in the source details and supply any other expense information you want recorded.
Does this workflow infer whether an expense is reimbursable?
No reimbursement rule is specified. Include that context if it matters to your process.
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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