Prepare Clientary invoices from confirmed billing handoffs
Move approved billing details into an invoice while keeping dates and currency explicit.
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 preparation can stall when confirmed billing details are spread across sales notes and manual handoffs.
- Reduce manual invoice setup.
- Keep invoice creation tied to confirmed billing information.
- Require dates and currency to be explicit in the handoff.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe which approved billing handoffs should create invoices.
- 3Ask Notis to create a Clientary invoice only when the webhook provides the invoice date, due date, currency code, and confirmed billing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one approved billing payload and inspect the invoice before using the workflow broadly.
Questions about this workflow
What fields are required for invoice creation?
The action requires date, due_date, and currency_code. Include them in the webhook payload, along with any confirmed billing details.
Can this invoice a deal just because it is marked won?
The workflow should require a billing handoff with confirmed invoice details. A won status alone does not provide the required invoice information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clientary. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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