Keep vendor invoice costs out of the document pile
Send invoice context from your document process to Notis and turn the amount due into an expense record for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Why this helps
Vendor invoices often sit in an approval or payment folder without becoming a trackable business cost.
- Make vendor costs visible in Clientary sooner.
- Reduce end-of-month receipt and invoice catch-up.
- Keep document context close to the expense entry.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once through the portal.
- 2Create the automation in Automations or ask Notis conversationally.
- 3Prompt Notis to create a Clientary expense when a vendor invoice request arrives and to flag uncertain totals for review.
- 4Choose an incoming webhook trigger and the run-report channel.
- 5Test using one vendor invoice and confirm the expense amount and description.
Questions about this workflow
Is this the same as paying the invoice?
No. It creates an expense record; it does not make a payment.
What if tax and total differ?
Tell Notis which amount your process supplies and ask it to flag unclear values for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ComPDF to Clientary. A trigger fires from one place; an action lands in another.
ComPDF triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
ComPDF and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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