Record approved Agiled purchases in Clientary
Send an approval webhook when a purchase is ready to record, and let Notis prepare the Clientary expense entry.
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
Approved purchases can be forgotten when expense tracking requires a separate manual entry.
- Capture approved spending sooner
- Reduce manual expense entry
- Flag missing amounts before creation
Setup
Build it in a few focused steps.
- 1Connect Agiled and Clientary to Notis once.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: create a Clientary expense from the approved Agiled purchase details, and report if the required amount is missing.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real purchase approval webhook and verify the expense record.
Questions about this workflow
What information is required to create an expense?
The listed Clientary action requires an amount. Other details can be included when available.
Can the expense be tied to a project or client?
The action can optionally assign an expense to a client or project when the relevant association is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Clientary. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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