Keep project expenses aligned with their evidence
Review project expenses in context, using purchase details you supply alongside the Clientary records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Project Expenses
Retrieves the expenses associated with a project.
Why this helps
Project costs are harder to track when expense entries and purchase evidence are reviewed at different times.
- Focus the review on a particular project.
- Use supplied purchase evidence to inform expense review.
- Surface possible discrepancies without losing the original record.
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 expenses for the identified project and compare them with supplied evidence, reporting discrepancies for review without editing entries.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real project expense and its available evidence.
Questions about this workflow
Can this retrieve expenses across all projects?
The selected action lists expenses for a specific project. Identify the project to review.
Will it change expense records?
No. It only retrieves records for the review and reports possible discrepancies.
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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