Review project expenses behind support questions
Answer cost questions with the project expense history already in Clientary.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Project Expenses
Tool to retrieve all expenses for a specific project within an optional date range. Use when you need to fetch expense records associated with a particular project from Clientary.
Why this helps
Expense questions can become long threads when support cannot see the underlying project costs.
- Shorten expense investigations
- Improve response confidence
- Keep cost context together
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Clientary in Notis once.
- 2Create an automation and describe which cost questions require expense history.
- 3Tell Notis to identify the project and list relevant Clientary expenses for the ticket.
- 4Choose New Zendesk Ticket as the trigger and select a report channel.
- 5Test with one expense question.
Questions about this workflow
Can Notis limit the date range?
Include the date range rule in your prompt when the ticket provides one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Clientary. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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