Record parsed receipts as Clientary expenses
Turn receipt details into expense records while the purchase is still fresh, with less manual bookkeeping.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense record.
Why this helps
Receipts pile up when expense amounts and descriptions have to be entered one at a time.
- Reduce manual entry of receipt amounts.
- Keep purchase descriptions alongside expense records.
- Capture expenses closer to when receipts are processed.
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 expense from each parsed receipt using its extracted amount and available description or assignment details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed receipt and verify the amount and expense details.
Questions about this workflow
What must Airparser provide for an expense?
The Clientary action requires an amount. Other expense context should only be included when it is available in the parsed receipt.
Can expenses be assigned to a client or project?
Ask Notis to include those assignments when the parsed data identifies them and the necessary Clientary records are specified.
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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