Review Clientary payments on a schedule
Know which payment records deserve attention before cash flow surprises you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Tool to retrieve all payments with pagination support (30 results per page). Use when you need to fetch a list of payments from Clientary with optional pagination and custom sorting.
Why this helps
Payment follow-up is delayed when transaction records are only checked reactively.
- Spot payment issues earlier
- Prepare focused collection follow-up
- Improve cash visibility
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis.
- 2Create an automation that reviews payments and reports records needing follow-up based on your rules.
- 3Choose a recurring Notis schedule as the trigger.
- 4Select a report channel and test one payment review.
Questions about this workflow
Can it identify overdue invoices too?
Ask Notis to use the payment data available and explain the criteria you want reported.
Will it send clients messages automatically?
This workflow reports findings. Use a separate send action when you are ready to contact a client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Clientary. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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