Capture agency purchases while the details are fresh
Send the purchase details to Notis and create a categorized Elorus expense before the receipt context fades.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Small purchases are easy to forget when the receipt and the reason for the expense are handled at different times.
- Capture purchase details promptly
- Use categorized line items
- Keep expense context with the originating work
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create an Elorus expense from the categorized line items, date, amount, and other details included in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real purchase example and check the expense details.
Questions about this workflow
What details should the request include?
Include the expense date, categorized line items, amounts, and any other information needed to create the expense.
Can the workflow retrieve a receipt from Agencyzoom?
No such Agencyzoom event is listed. Include any needed receipt context in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elorus. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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