Set up recurring billing from agreed client terms
When recurring billing terms are documented, Notis can prepare the corresponding Clientary invoice schedule from a scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Recurring Schedule
Sets up recurring invoice generation for a client at regular intervals.
Why this helps
Agreed recurring billing can be delayed when someone must re-enter schedule details by hand.
- Reduce manual entry for an explicitly agreed recurring schedule.
- Keep the recurring setup tied to the right client when identifiable.
- Require the cadence and billing terms instead of assuming them.
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 AgencyZoom records indicate an agreed recurring billing schedule and to create it in Clientary only when client, next date, interval, currency, and due period are available.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one client whose recurring terms are confirmed.
Questions about this workflow
What details does the recurring schedule require?
The action requires client ID, next date, time interval, currency code, and due period. Have Notis report any missing details.
Will this create recurring billing just because a policy renews?
No. Tell Notis to proceed only when an explicit recurring billing agreement and its terms are present.
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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