Keep client credit notes visible during account reviews
Bring credit note records into the client review so adjustments are easier to account for.
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 adjustments can be overlooked when client context and credit note records are reviewed in separate places.
- Collect credit note details into a focused report.
- Use supported filters and a supplied client scope to guide the review.
- Surface ambiguous records for a person to investigate.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which client scope and available date or currency filters to use when retrieving credit notes, then summarize results with supplied ActiveCampaign context.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real client review and check the returned credit notes.
Questions about this workflow
Does this create or apply credit notes?
No. Get Credit Notes retrieves records for review and does not create or apply credits.
What if the client scope is not available from ActiveCampaign?
Supply the client scope in the automation instruction or report that the scope is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Elorus. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.