Send invoice messages with the right context
Keep invoice follow-ups clear and personal without composing every message from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Invoice Message
Sends an invoice message to recipients by email.
Why this helps
Writing invoice follow-ups takes focus away from the work that needs your attention.
- Create a concise message from the context provided.
- Keep invoice communication connected to Clientary.
- Reduce repetitive writing during billing follow-up.
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.
- 3Ask Notis in one instruction to draft a courteous invoice message from the supplied invoice context and send it with Clientary's invoice message action.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real invoice and review the recipient, subject, and message.
Questions about this workflow
Can AI determine the invoice status?
The webhook payload should contain current invoice context or status. The AI service does not provide Clientary event triggers.
Can I control the tone?
Yes. State your preferred tone and any points to include in the automation instruction.
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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