Turn a recurring billing agreement into a schedule
Capture a confirmed billing cadence in Clientary once the agreement details are submitted.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Recurring Schedule
Sets up recurring invoice generation for a client at regular intervals.
Why this helps
Recurring arrangements are easy to forget to configure after they are agreed during workspace administration.
- Record confirmed recurring billing instructions
- Avoid rebuilding schedule details by hand
- Keep required schedule information explicit
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 recurring schedule only when the submitted agreement provides client ID, next date, interval, currency code, and due period.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real agreement and verify the schedule details.
Questions about this workflow
Can it infer a monthly cadence from a conversation?
The request must state the time interval clearly. Notis should not infer schedule terms.
What information is required?
The listed action requires client ID, next date, time interval, currency code, and due period.
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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