Record expenses from receipts and notes
Turn a submitted receipt or expense note into a trackable Clientary expense with less manual 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
Expense details are easy to lose when receipts wait for later bookkeeping.
- Extract relevant details from supplied expense material.
- Record expenses closer to when they happen.
- Keep project or client context with the expense when provided.
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 analyze each receipt or note and create a Clientary expense using the stated amount and supplied context.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real expense payload and confirm its amount and description.
Questions about this workflow
What must the expense include?
The Clientary action requires an amount. Any missing amount should be flagged for review instead of guessed.
Can the workflow associate an expense with a project?
It can use project or client context included in the submitted payload.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.