Send Clientary invoice messages from Typeform requests
Answer invoice questions while the client is still waiting for help.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 questions sit in form responses until someone manually finds the invoice and writes back.
- Respond faster to billing questions
- Use consistent messaging
- Keep invoice communication in Clientary
Setup
Build it in a few focused steps.
- 1Connect Typeform and Clientary in Notis.
- 2Create an automation that identifies billing requests and sends the appropriate Clientary invoice message.
- 3Select New Form Response as the trigger.
- 4Choose report delivery and test with one billing request.
Questions about this workflow
Can Notis choose the correct invoice?
Ask it to identify the invoice from the response details and report uncertainty for review.
Can I include a PDF?
Yes, instruct Notis to use Clientary's invoice message options when appropriate.
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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