Open the details behind a client-related expense
Bring one expense record into a client or policy review with its Elorus ID and the context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Expense
Retrieves the current details of an expense.
Why this helps
Expense summaries often lack enough detail to resolve a question without another search.
- Get the full record for a specific expense
- Keep the expense ID and review context together
- Resolve detail questions with fewer searches
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 the current Elorus expense using the expense ID in the request and summarize the details relevant to the supplied client or policy question.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real expense ID and verify the returned record.
Questions about this workflow
Can I search by client name?
This action retrieves one expense by ID. Include the confirmed Elorus expense ID in the request.
Will this change the expense?
No. It retrieves details for inspection.
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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