Make agency expense reviews easier to scan
Get a focused expense summary that uses the client and policy context you provide from Agencyzoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense lists take longer to review when the business context behind each cost is scattered.
- Review expenses with relevant client context
- Spot records that need categorization attention
- Reduce time spent scanning raw expense lists
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 expenses and summarize them against supplied Agencyzoom client or policy context, noting uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real expense review and check the summaries.
Questions about this workflow
Can the workflow retrieve all expenses at once?
The action returns a paginated page of expense summaries. The instruction can specify which page or filters to review.
Will it infer a client association?
It can compare with context you provide and label uncertain matches, but it should not invent a relationship.
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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