Keep payment follow-up from becoming a memory task
Bring payment records and relevant billing context into one regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Retrieves the payment list.
Why this helps
Payment follow-up can be missed when billing status is checked only after a reminder or complaint.
- Give payment review a dependable cadence.
- Use the supplied billing context to identify follow-up candidates.
- Keep a concise review summary for the next action.
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 payments and compare them with supplied billing context, listing only records that match your stated follow-up criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real payment sample and review any suggested follow-up.
Questions about this workflow
Does this send payment reminders?
No. The selected action lists payments; it does not send reminders or alter payment records.
Can it determine overdue status?
Only if the necessary dates and status information are returned or supplied. State the review criteria explicitly.
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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