Send Clientary invoice messages from billing packs
When the billing pack is ready, send the invoice message without another reminder.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Completed billing documents wait in folders while invoices remain unsent.
- Shorten billing delays
- Reduce follow-up steps
- Keep invoice context together
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Clientary once in Notis.
- 2Create an automation describing how a completed billing pack should send the matching invoice.
- 3Pick OneDrive File Created as the trigger.
- 4Choose where send reports and exceptions should go.
- 5Test with one real billing pack.
Questions about this workflow
Can it send the invoice PDF?
Yes, instruct the action to attach the PDF when the matching Clientary invoice supports it.
What if the invoice is not found?
Notis can report the missing match instead of sending the wrong invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Clientary. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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