Keep invoice updates visible in Slack
Send a clear Slack update when a Clientary invoice needs your attention, so the next step is easy to spot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Invoice changes can disappear among client work, leaving founders to reopen Clientary just to remember what needs follow-up.
- See invoice context without switching apps.
- Make the next follow-up obvious.
- Keep the update short and easy to scan.
Setup
Build it in a few focused steps.
- 1Connect Clientary and Slack once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to summarize the invoice update, including client, amount, status, and a suggested next step, then post it to Slack.
- 4Choose a Notis webhook as the trigger and select where run reports should go.
- 5Test with one real invoice update.
Questions about this workflow
Does Clientary provide a trigger event for this workflow?
No. Start it with a Notis webhook and send an HTTP request when you want the automation to process an invoice update.
Can Notis decide what to include in the post?
Yes. Describe the details you want in the automation instruction. The request must include any invoice context not available through the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Slack. A trigger fires from one place; an action lands in another.
Clientary triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Clientary and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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