Track AnyDB project costs in Clientary
Keep project costs connected to your finance workflow. Notis can create a Clientary expense from an incoming AnyDB cost record and include the available project or client context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense record.
Why this helps
Costs recorded during project work can be forgotten when they need to be entered again in a separate expense system.
- Reduce double entry for project costs.
- Keep expense records connected to supplied client or project context.
- Create a timely handoff when a cost is recorded.
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 expense for each incoming cost record using its required amount and any supplied project or client details.
- 4Choose the notis_webhook trigger and configure AnyDB to send cost records to the webhook URL.
- 5Choose a report channel and test with one real project cost.
Questions about this workflow
What is required to create an expense?
The amount is required. Include any description, date, client, or project details you want attached when available.
Can the workflow infer which project a cost belongs to?
Provide a clear project reference in the AnyDB record. Notis should not guess an association from ambiguous information.
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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