Keep the billable catalog aligned with current offerings
Review the Elorus service list against the offerings you provide from Agencyzoom work and catch gaps before invoicing.
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
Catalog items drift from what teams sell, creating cleanup work during invoice preparation.
- See catalog gaps during a regular review
- Find items that may need attention
- Keep billable offerings easier to scan
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 retrieve a page of Elorus products and services and compare it with the supplied list of current billable offerings, noting gaps or uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real catalog review and verify the findings.
Questions about this workflow
Can it discover all current offerings in Agencyzoom?
No Agencyzoom retrieval event is listed. Provide the current offering list for comparison.
Can this change catalog items?
No. It retrieves products and services for a review. Use a separate create or update process for changes.
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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