Update Clientary expenses from review calls
Apply expense corrections while the decision is fresh and keep client billing records clean.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Update Expense
Tool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client assignment, project assignment, or incurred date. All fields except ID are optional.
Why this helps
Expense review decisions remain in meeting notes and later cause reconciliation work.
- Reduce reconciliation backlog
- Capture corrected client or project assignment
- Preserve a clear report of the decision
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Clientary in Notis once.
- 2Create an automation named Expense review to Clientary update.
- 3Tell Notis to find the existing expense and update only amount, description, client, project, or incurred date changes explicitly confirmed in the transcript.
- 4Pick the Fireflies Transcription Complete trigger and a report channel.
- 5Test with one expense review meeting.
Questions about this workflow
Can it create an expense from a spoken estimate?
No. This workflow is for confirmed updates to an existing expense record.
What if multiple similar expenses exist?
Notis can report the ambiguity instead of choosing an unsafe match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Clientary. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Fireflies and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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