Prepare invoices from approved billing details
Move approved billing information into Clientary while keeping required invoice details explicit.
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
Invoice preparation slows down when approved amounts and dates must be copied by hand.
- Reduce repeated entry for approved billing details.
- Keep invoice creation tied to explicit source information.
- Make billing handoffs easier to track.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a Clientary invoice only from approved billing payloads and use the supplied date, due date, currency, and client context.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real approved billing payload and verify the invoice details.
Questions about this workflow
Which invoice details are required?
The action requires a date, due_date, and currency_code. Include those values in the payload.
Does this send the invoice to the client?
No. This action 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 Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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