Send ready invoices without another manual handoff
Once you have approved an invoice for delivery, send it with the message details provided in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Invoice Message
Sends an invoice message to recipients by email.
Why this helps
An approved invoice can sit unsent when the final email step depends on remembering another task.
- Reduce the delay between approval and invoice delivery.
- Use the supplied recipient and message context.
- Keep sending tied to an explicit ready-to-send request.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to send a Clientary invoice message only when the incoming request explicitly says the invoice is approved and ready, using the identified invoice and supplied recipients.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved invoice request and verify the recipient and message.
Questions about this workflow
Does the action send an email?
Yes. The listed action sends an invoice message to recipients via email and supports subject, message, copy, and PDF options.
Can it decide whether the invoice is approved?
The request should state the approval and identify the invoice. Do not rely on an unstated approval rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Clientary. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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