Set up recurring billing from an approved plan
Use a clear billing plan to prepare recurring invoices without rebuilding its details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Recurring Schedule
Sets up recurring invoice generation for a client at regular intervals.
Why this helps
Recurring billing setup is easy to postpone when interval and due-date details need careful entry.
- Turn an approved plan into a recurring schedule.
- Keep interval and date details grounded in the supplied plan.
- Reduce repeated billing setup work.
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 recurring schedule only from approved plans and use the supplied client, next date, interval, currency, and due period.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real approved plan and verify all schedule details.
Questions about this workflow
Which fields does this action require?
It requires client_id, next_date, time_interval, currency_code, and due_period. Provide those values in the payload.
Can it choose a billing interval based on the plan text?
AI can interpret a clearly stated interval, but the workflow should flag ambiguous terms for review.
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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