Keep renewal billing on your radar
Set a recurring review that checks Elorus invoices against the renewal details you provide from Agencyzoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Renewal billing can be easy to overlook when account work and invoicing happen in separate systems.
- Create a recurring billing checkpoint
- Find invoices that need follow-up
- Keep the review focused on supplied renewal records
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 review supplied renewal records and retrieve relevant Elorus invoices, listing matches and apparent gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal example and confirm the review is useful.
Questions about this workflow
Can the workflow fetch Agencyzoom renewals by itself?
No Agencyzoom trigger or retrieval event is listed. Provide the renewal information to Notis as part of the scheduled workflow context.
Does this automatically create missing invoices?
No. This workflow retrieves invoices for review. Invoice creation would require a separate instruction and the required billing 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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