Review credit notes in a company validation case
Send company context and relevant filters to Notis to bring credit notes into the billing review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Credit Notes
Retrieve credit notes.
Why this helps
Credit notes are easy to overlook when checking a customer's billing history across separate screens.
- Search credit notes with supplied filters.
- Keep credit note results tied to the relevant review.
- Reduce context switching during billing checks.
Setup
Build it in a few focused steps.
- 1Connect 44API and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which supplied contact, date range, or currency filters to use for the credit note search.
- 4Choose the webhook trigger and a report destination.
- 5Send one real request and review the matching credit notes.
Questions about this workflow
Can the workflow identify the contact from a tax identifier on its own?
The request should include a contact filter or other supported search criteria. The action searches credit notes; it does not resolve company identifiers to contacts.
Can it create a credit note?
No. Get Credit Notes retrieves credit notes for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Elorus. A trigger fires from one place; an action lands in another.
44API triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
44API and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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