Move approved work into invoicing
When work is approved for billing, start the invoice in Clientary from the details provided in the request.
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
Approved work can wait for invoicing while you gather dates, currency, and client context from separate places.
- Reduce delay between approval and invoice setup
- Keep billing instructions with the invoice request
- Avoid guessing required invoice details
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 invoice from submitted approved-work instructions only when date, due date, and currency code are supplied.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real billing instruction and inspect the invoice details.
Questions about this workflow
Will Notis send the invoice to the client?
No. This workflow creates the invoice record. Sending an invoice message is a separate action.
What must the request include?
The listed Create Invoice action requires a date, due date, and currency code. Include a client identifier if the invoice should be associated with a client.
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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