Keep administration costs with your expenses
Record an Anthropic-related cost in Clientary when someone submits the expense details for 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
Small administration costs are easy to forget when they are recorded separately from client work.
- Capture expenses closer to when they are reported
- Keep the submitted description with the record
- Associate a cost only when the request provides context
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Clientary expense for each submitted Anthropic administration cost, requiring an amount and using only supplied associations.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real expense request and review the record.
Questions about this workflow
Can it assign an expense to a client or project?
Yes, when the submitted request provides the relevant association. The workflow should not infer one.
What happens if the amount is absent?
The listed action requires an amount, so Notis should report the missing value and skip creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Clientary. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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