Keep the billable service catalog in view
Review available services on a routine cadence so catalog checks do not get lost between jobs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Products
Retrieve products and services.
Why this helps
Service catalog reviews are easy to postpone when no single job prompts the check.
- Make catalog review part of a regular routine.
- Retrieve products and services with available filters.
- Compare results with job context you supply.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation to retrieve Elorus products and services using your chosen filters.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report channel and test with one real catalog review.
Questions about this workflow
Does this add or change services?
No. It retrieves catalog items for review. Creating a new product or service uses a different action.
Can Notis tell which services are missing for a job?
Only if you provide the job requirements and enough detail to compare them with the returned catalog.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Elorus. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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