Turn policy sales into ready-to-review invoices
Send a sale event to Notis and have Elorus prepare the invoice from the details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Policy sales can sit unbilled while you switch between the agency system and accounting.
- Reduce manual re-entry after a sale
- Keep billing details together with the webhook request
- Surface missing invoice details before creation
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 a draft invoice for the sold policy using supplied client, item, amount, tax, and date details, and report missing information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real sale example and review the invoice.
Questions about this workflow
Does Agencyzoom automatically trigger this workflow?
Agencyzoom has no listed trigger events here. The automation starts when an HTTP request is sent to its Notis webhook.
What if the request omits pricing or tax details?
Notis can report which information is missing. Supply the required details before asking it to create the invoice.
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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