Turn Agiled billing milestones into Clientary invoices
Have Notis review billing milestones and prepare invoices when the work and invoice details are ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Milestone billing can slip when delivery tracking and invoicing live in separate places.
- Surface milestones ready for billing
- Reduce invoice preparation delays
- Flag incomplete billing details
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: find due Agiled billing milestones and create a Clientary invoice only when required date, due date, and currency are available.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it on one real due milestone and check the invoice and report.
Questions about this workflow
Which invoice fields must be available?
Clientary requires date, due_date, and currency_code for the listed invoice creation action.
How do I keep the schedule from creating duplicate invoices?
Include an instruction to check for an existing invoice for the same client and milestone before creating one, using available details.
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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