Make payment reconciliation easier to review
Bring payment records into a concise summary that helps you spot the next reconciliation step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Retrieves the payment list.
Why this helps
Payment details can require repeated scanning before you know which records need attention.
- Summarize payment records for a quicker review.
- Highlight gaps based on explicit criteria.
- Keep the reconciliation work grounded in available data.
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 review available Clientary payments and report records that meet your stated reconciliation criteria with supporting details.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and compare the report to payment records.
Questions about this workflow
Can the AI confirm a payment reached the bank?
No. It can review Clientary payment data, but bank settlement information must be supplied from an appropriate source.
What criteria should I use?
Specify the gaps or patterns you want surfaced, such as missing references or entries outside a stated date range, when those details are available.
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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