Prepare Clientary invoices from Agiled project approvals
When a project is ready to bill, send a webhook and have Notis prepare the Clientary invoice from available Agiled details.
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
Billing can be delayed when approved work still needs to be re-entered into an invoicing system.
- Reduce billing handoff time
- Check required invoice details before creation
- Report cases that need human review
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: use the approved Agiled project details to create a Clientary invoice only when date, due date, and currency are available; report missing requirements.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real billing approval webhook and review the invoice details in Clientary.
Questions about this workflow
What does Clientary require to create an invoice?
The listed action requires a date, due date, and currency code. The invoice can optionally be associated with a client.
Does the workflow send the invoice to the client?
No. This workflow creates an invoice record. Sending an invoice message is a separate Clientary action.
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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