Prepare renewal billing when the details are ready
A scheduled renewal review can prepare invoices in Clientary for approved cases with complete billing details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Renewal billing can require a separate review, and incomplete invoice details make the work easy to postpone.
- Review renewal billing on a predictable schedule.
- Create invoices only when an approved amount and required details are known.
- Surface incomplete invoice information for follow-up.
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 which renewal records are approved for billing and to create a Clientary invoice only when date, due date, currency, and agreed invoice details are available.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one approved renewal and one incomplete example.
Questions about this workflow
Can the workflow decide the invoice amount?
No pricing rule is provided. Supply an approved amount or other complete invoice details in the source information.
What happens when a renewal is not approved for billing?
Ask Notis to report or skip it without creating an invoice.
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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