Turn AnyDB billing requests into Clientary invoices
Take a billing request from intake to invoice creation with less retyping. Notis can use the request's invoice date, due date, currency, and client reference when provided.
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
Billing requests often arrive in one place while invoice creation happens in another, adding avoidable delay and transcription work.
- Cut manual transfer of billing request details.
- Use a consistent invoice handoff from intake.
- Keep invoice creation grounded in required source details.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Clientary invoice from the incoming billing request, using its date, due date, and currency code plus any supplied client reference.
- 4Choose the notis_webhook trigger and configure AnyDB to send eligible requests to the webhook URL.
- 5Choose a report channel and test with one real billing request containing the required invoice details.
Questions about this workflow
Which details are required for invoice creation?
The invoice date, due date, and currency code are required. A client association is optional and should use a supplied client reference.
Will Notis calculate line items or taxes from incomplete data?
Only information actually supplied can be used. Include the intended invoice details in the AnyDB record or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Clientary. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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