Keep account changes and credit notes aligned
Review credit notes on a schedule using the account changes and client context you provide from Agencyzoom.
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
Adjustments can be hard to track when the reason for an account change and the credit note are separated.
- Create a repeatable adjustment review
- Connect credit notes to supplied account context
- Surface records that need a closer look
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 credit notes for the supplied clients or date range and summarize potential matches to account changes.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account change and confirm the credit note results.
Questions about this workflow
Does Agencyzoom provide account-change events here?
No Agencyzoom trigger events are listed. Supply the account-change details to the scheduled automation.
Will the workflow issue credit notes?
No. It retrieves and summarizes existing credit notes for review.
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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