Make AnyDB cost reviews produce Clientary expenses
A periodic cost review can end with expenses recorded in Clientary. Notis checks the entries you identify and creates expenses using the amount supplied in each record.
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
Costs reviewed in one system still require a second manual step before they are visible in the expense ledger.
- Pair cost review with expense record creation.
- Reduce the chance that reviewed costs remain unentered.
- Use a consistent review rule for eligible expenses.
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, define eligible reviewed cost records and ask Notis to create a Clientary expense for each, including its required amount.
- 4Choose the notis_cron trigger and set the review cadence.
- 5Choose a report channel and test with one real reviewed cost.
Questions about this workflow
Does this replace expense approval?
No. Define which records are already reviewed or otherwise eligible before asking Notis to create expenses.
What must each eligible cost contain?
It must include the expense amount. Add descriptions, dates, and project or client references when you want them included.
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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