Keep client campaign costs attached to the work
Record an approved campaign expense with enough context to find it later.
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
Campaign costs can be forgotten or separated from client work when expense logging is postponed.
- Keep approved campaign expenses in the expense system.
- Include client or project context when it is available.
- Reduce end-of-period expense reconstruction.
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 campaign costs should be recorded.
- 3Ask Notis to create a Clientary expense when the webhook identifies an approved campaign cost and supplies the required amount and available client or project details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved expense and review the record.
Questions about this workflow
Does the campaign event itself supply the expense amount?
The available context does not list Agile CRM triggers or campaign cost fields. The webhook must supply the amount.
Can the expense be assigned to a project?
The action allows optional association with a client or project. Include the relevant context in the request when known.
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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