Send the right invoice after the sale
When a sale is ready for billing, ask Notis to email the existing Elorus invoice to the confirmed contacts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
Creating an invoice is only half the job if the send step gets forgotten or delayed.
- Close the loop after invoice creation
- Use confirmed recipient contact IDs
- Reduce manual send-step reminders
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 email the existing Elorus invoice using the invoice ID and recipient contact IDs supplied in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and verified recipients.
Questions about this workflow
Does this create the invoice too?
No. It emails an existing invoice. Create the invoice separately and provide its ID and the recipient contact IDs.
Can Notis find the recipient IDs automatically?
This action requires contact IDs. Use the Elorus contact lookup workflow or provide confirmed IDs in the request.
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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