Create Clientary invoices from parsed billing details
Turn confirmed billing details into a Clientary invoice record without re-entering dates and currency by hand.
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 can be delayed when billing details arrive in documents that still need manual entry.
- Reduce copying invoice details from source documents.
- Create invoice records when required information is present.
- Keep billing preparation moving from parsed data to review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Clientary once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to create a Clientary invoice only when parsed billing data includes the invoice date, due date, and currency code.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real billing document and review the resulting invoice details.
Questions about this workflow
What information is required to create the invoice?
The Clientary action requires a date, due date, and currency code. Include a client only when its Clientary identity is known.
Does creating an invoice send it to the client?
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 Airparser to Clientary. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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