Send Clientary invoice messages from calendar milestones
Connect delivery milestones to timely billing follow-up.
Trigger
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Action
Send Invoice Message
Tool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a PDF.
Why this helps
Billing messages are delayed when milestone tracking and invoicing live apart.
- Improve billing timing
- Reduce follow-up effort
- Use event context in messages
Setup
Build it in a few focused steps.
- 1Connect Google Super and Clientary once in Notis.
- 2Create an automation that identifies the relevant invoice and sends a concise Clientary message when the calendar milestone occurs.
- 3Pick Calendar Event Sync as the trigger.
- 4Choose a report channel and test with one representative event.
Questions about this workflow
Can the message include event details?
Yes. The sync trigger returns full event details, attendees, and metadata for Notis to use.
Will it send for every calendar event?
Tell Notis which event types represent billable milestones.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Clientary. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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 Super and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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