Turn approved billing details into an invoice
When billing is ready, create the invoice from the dates, currency, and client details already supplied.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Invoice setup can become a separate administrative chore after the work and billing decision are complete.
- Move approved billing into Clientary promptly.
- Use the required dates and currency from the request.
- Keep invoice preparation tied to its source context.
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 create a Clientary invoice only from an approved billing request that includes date, due date, and currency code.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved request and review the invoice details before sending.
Questions about this workflow
What fields are required by the listed invoice action?
Date, due_date, and currency_code are required. A client_id can optionally associate the invoice with a client.
Does creating an invoice send it to the client?
The create invoice action is separate from the send invoice message action. This workflow only creates the invoice.
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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