Make a new billable service ready to invoice
When a service is ready to sell, give Notis the confirmed details and add it to the Elorus catalog.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
CREATE_PRODUCT
Create a product or service in the catalog.
Why this helps
A new offering can be ready for clients before the billing catalog is ready to support it.
- Prepare new services for invoice use
- Reduce repeated catalog setup
- Capture confirmed item details at the point of change
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 create the Elorus product or service using the confirmed name, description, pricing, and other required details in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new offering and check the catalog entry.
Questions about this workflow
Does Agencyzoom signal new service setup automatically?
No Agencyzoom trigger events are listed. Start this with a Notis webhook request containing the approved offering details.
Can this configure pricing from historical sales?
Only use pricing supplied and confirmed in the request. The available action creates a catalog item from its details.
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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