Retrieve a Clientary invoice from a new slide
Get the billing facts you need without leaving the deck workflow.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Invoice
Tool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status.
Why this helps
Invoice questions create a separate search task during client and finance reviews.
- Answer billing questions faster
- Reduce manual searching
- Keep review work moving
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Clientary in Notis.
- 2Create the automation.
- 3Tell Notis to retrieve the referenced Clientary invoice and summarize its details for the report.
- 4Pick New Slide Added as the trigger.
- 5Choose a report channel and test with an invoice reference.
Questions about this workflow
Which invoice details are available?
Notis can use line items, payments, tax information, totals, and current status returned by Clientary.
What if the slide has no invoice ID?
Notis should report that it cannot safely identify the invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Clientary. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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