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Notis

Fix expense details without re-entering everything

Send the confirmed correction and expense ID to Notis, then update the Elorus expense details and line items.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Expense

Replaces an expense’s editable details and full set of line items.

Why this helps

Expense corrections can linger when a small error takes another round of context switching to fix.

  • Resolve expense corrections in one workflow
  • Replace the line items with confirmed details
  • Keep corrected records tied to source context

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 update the Elorus expense identified in the request with the complete confirmed editable details and line-item set.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real correction and verify the expense record.

Questions about this workflow

Does this add only the changed line item?

The update action replaces the editable details and complete line-item set. Include the full corrected set in the request.

What identifies the expense?

Include the Elorus expense ID and the complete confirmed corrections.

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.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

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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