Review credit notes alongside billing context
Build a regular credit note review into your billing routine and keep relevant project context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Retrieve credit notes.
Why this helps
Credit note details can be hard to revisit when they are spread across billing records and separate work updates.
- Set a repeatable review point for credit notes.
- Use supported filters to focus the retrieval.
- Summarize returned records with the context you provide.
Setup
Build it in a few focused steps.
- 1Connect Ably and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve Elorus credit notes for the specified period or contact and summarize them with supplied billing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real period or contact and review the returned notes.
Questions about this workflow
Can I filter credit notes?
The Get Credit Notes action supports filters such as page, contact, date range, or currency.
Does this automatically compare credit notes with Ably activity?
Only if you provide relevant activity context. No Ably trigger or history action is listed.
Can the workflow issue a credit note?
No. The listed action retrieves credit notes; it does not create them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Elorus. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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