Spot bills that need a client follow-up
Bring client follow-up priorities into a recurring Elorus bill review, with Notis calling out items that merit attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Why this helps
Payment follow-ups get lost when client context lives in one system and bills live in another.
- Keep bill review tied to client follow-up context
- Make overdue work easier to spot
- Get a concise scheduled report
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 Elorus bills relevant to the supplied Agencyzoom follow-up list and summarize items needing attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client follow-up example and review the results.
Questions about this workflow
Can Notis infer payment status from Agencyzoom?
Only use status or history supplied in the request. Elorus bill retrieval can provide bill information, but unsupported Agencyzoom fields must be provided.
Will this send reminders to clients?
No. It prepares an internal review report; no email-sending action is listed for bills.
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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