Record emailed receipts as expenses
Give emailed receipts a clear route into Clientary, with the amount and description taken from the message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Why this helps
Receipts scattered through email are easy to miss when it is time to record expenses.
- Capture expense amounts while the receipt email is easy to find.
- Keep the expense description tied to its source message.
- Reduce end-of-month receipt sorting.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Clientary expense from receipt emails only when the amount is clear and to summarize the purchase in the description.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real receipt email.
Questions about this workflow
What happens if the receipt amount is missing or unclear?
Clientary requires an amount. Tell Notis to leave the expense uncreated and report the missing amount for review.
Can it assign the expense to a client or project?
Only when the email or your instruction provides enough information to identify the client or project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clientary. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Agent mail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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