Send the invoice message with its billing context
Once an invoice is ready and the request supplies the message details, send it from Clientary without switching into a separate drafting loop.
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
Invoice follow-up can stall between preparing the invoice and writing the email that goes with it.
- Keep the email tied to the specified invoice
- Use the supplied message and recipients
- Reduce manual follow-up steps
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 send a Clientary invoice message only when the request specifies the invoice, recipients, subject, and message content.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice instruction and verify the recipient and message.
Questions about this workflow
Will it draft missing email content?
The workflow should use the submitted content and report missing recipient or message details rather than inventing them.
Does sending an invoice message create the invoice?
No. This action sends a message for an existing invoice.
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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