Move reviewed expenses from AnyDB into Clientary
Give expense review a repeatable handoff. Notis can check the AnyDB records you identify and create Clientary expense entries using the amount and other details available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Creates a new expense record.
Why this helps
Expense details split across systems take time to reconcile and can be overlooked during routine bookkeeping.
- Reduce retyping of reviewed expense details.
- Run expense handoffs on a consistent schedule.
- Keep expense creation tied to an explicit review rule.
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, identify the eligible expense records and ask Notis to create a Clientary expense from each, including the required amount.
- 4Choose the notis_cron trigger and set the review schedule.
- 5Choose a report channel and test with one real expense record.
Questions about this workflow
What is required to create a Clientary expense?
The expense amount is required. Include any client, project, date, or description details you want applied when those are available.
Can Notis determine whether an expense is approved?
Only if approval status or your review rule is available in AnyDB or supplied in the 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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