Capture verified purchases as expenses
Move a confirmed business purchase into expense tracking while its receipt and context are at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense record.
Why this helps
Small business expenses are easy to miss when purchase research and receipts stay in separate places.
- Record a purchase from its supplied verification result.
- Keep available purchase context with the expense.
- Reduce forgotten expense entry.
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 expense for an incoming verified business purchase when an amount is provided, using only supplied expense details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real verified purchase and confirm the amount and description.
Questions about this workflow
What is required to create an expense?
The listed action requires an amount. The request should also provide any description, date, client, or project details you want used.
Can it determine whether a purchase is a business expense?
Use an explicit verification result or provide your criteria. The workflow should not infer business purpose from incomplete research.
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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