Run a monthly Clientary expense review
Keep spending records clear enough to support billing and decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Tool to retrieve expenses by date range (defaults to current fiscal year). Use when you need to fetch a list of expenses from Clientary with optional filtering by start and end dates.
Why this helps
Expenses become difficult to reconcile when they are reviewed only at invoicing time.
- Catch uncategorized expenses
- Improve billing readiness
- Reduce month-end surprises
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis.
- 2Create an automation that reviews expenses for missing assignments, unusual amounts, or date issues.
- 3Choose a Notis cron schedule as the trigger.
- 4Select a report destination and test with one review run.
Questions about this workflow
Can it focus on a date range?
Yes. Tell Notis to review the previous month or another period that matches your process.
Does it modify expenses?
This workflow reports findings. Use an update workflow when you want changes applied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Clientary. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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