Catch expense records that need a second look
Give expense review a recurring slot and bring purchase evidence into the same check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Retrieves expenses for a date range.
Why this helps
Receipts and expense records can drift apart when reconciliation waits until the end of a busy period.
- Create a repeatable expense review step.
- Compare records with purchase information you supply.
- Surface mismatches for human review.
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 retrieve Clientary expenses for the review period and compare them with supplied purchase evidence, reporting discrepancies without changing records.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real expense and its available purchase evidence.
Questions about this workflow
Does this update mismatched expenses?
No. The listed expense list action reads records; this workflow reports discrepancies for review.
What evidence should I supply?
Provide the purchase or receipt details needed for comparison. Do not assume the source app can provide fields that are not included.
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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