Send Clientary invoices after parsing billing instructions
Turn a clear billing instruction into the next step for an invoice, with the supplied message ready to send through Clientary.
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
A prepared invoice can still wait while someone finds the instruction and composes the email separately.
- Reduce time spent moving from billing instructions to invoice communication.
- Use the supplied message details for the invoice email.
- Keep invoice follow-up connected to the parsed source.
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 send a Clientary invoice message only when parsed instructions identify an existing invoice and include the recipient and message content.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed instruction and confirm the invoice and recipient before enabling regular use.
Questions about this workflow
Does this create the invoice too?
No. This action sends a message for an invoice; creating the invoice is a separate action.
What must the parsed instructions identify?
They must identify the existing Clientary invoice and provide the recipient and message details needed for the send 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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