Find an account's invoice history faster
Ask Notis to retrieve relevant invoices when a policy account question comes in, using the client and date context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Client questions about billing history often turn into a multi-step search across systems.
- Reduce invoice history lookup time
- Use client and date context from the request
- Prepare a clearer account response
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 invoices matching the client, date range, or status details provided in the webhook request and summarize the results.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real account billing question and verify the matching invoices.
Questions about this workflow
Does this retrieve account balances?
It retrieves invoice lists with filtering and pagination. It does not return a balance field unless present in returned invoice data.
What if several clients have similar names?
Include specific identifying information and ask Notis to flag ambiguous results for confirmation.
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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