Send a Clientary invoice from a Todoist task
Turn a billing follow-up task into a sent invoice with the right message.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Invoices sit unsent when sending them requires another manual handoff.
- Close billing loops faster
- Keep invoice messaging consistent
- Reduce forgotten sends
Setup
Build it in a few focused steps.
- 1Connect Todoist and Clientary in the Notis portal.
- 2Create an automation named Todoist invoice send.
- 3Tell Notis to send the Clientary invoice identified in each new task using the requested recipients and message.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one invoice sending task.
Questions about this workflow
What should the task include?
Include the invoice identifier, recipient context, and any requested subject or message.
Can I attach a PDF?
Ask Notis to attach the PDF when that option is supported by the Clientary action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Clientary. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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