Keep confirmed purchases recorded in Clientary
Use a scheduled review to turn verified purchase details into Clientary expenses and keep spending records current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Creates a new expense record.
Why this helps
Research and purchase details can remain in browser notes long after a real expense should be recorded.
- Review purchase information in a predictable batch.
- Record confirmed spending instead of quotes or estimates.
- Keep expense records tied to available client or project context.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available purchase findings and create Clientary expenses only for actual, confirmed purchases with a clear amount.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one confirmed purchase and verify its amount and details in Clientary.
Questions about this workflow
Will it record vendor quotes as expenses?
Instruct Notis to exclude quotes and estimates unless you specifically want them recorded and can distinguish them from actual spending.
Can it attach a purchase to a project?
The expense action optionally supports a project or client. Include the association in the source information when it is known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clientary. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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