Record client-related expenses in Clientary from a clear handoff
Capture approved spend with the account context your team needs for billing and reporting.
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
Expenses can be missed or detached from client work when recording them requires a separate manual step.
- Reduce forgotten expense entries.
- Keep expense context alongside the amount.
- Associate the expense with a client or project when that information is supplied.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe what makes an expense handoff approved and ready to record.
- 3Ask Notis to create a Clientary expense only when the webhook includes the required amount and any relevant description, client, or project details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one approved expense payload and check its recorded context.
Questions about this workflow
What is required to create the expense?
The action requires an amount. Include a description and client or project context when available and relevant.
Does this approve expenses from Agile CRM?
No. The request should represent an already approved expense. Agile CRM trigger events are not listed, so the webhook must provide the approval and expense details.
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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