Check tax options before billing work piles up
Use a recurring check to keep the available Elorus tax options visible alongside your supplied billing requirements.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Invoice preparation slows down when the applicable tax option is unclear or hard to find.
- Make available tax options easier to inspect
- Surface missing setup context early
- Reduce time spent searching during invoice preparation
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 available Elorus taxes and compare the list with billing requirements supplied in the request, flagging uncertain choices.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real billing scenario and verify the tax details with your source records.
Questions about this workflow
Can Notis determine tax treatment from Agencyzoom alone?
No. Provide the applicable billing requirements, and confirm the appropriate tax before creating an invoice.
Does this update tax settings?
No. It lists available taxes for review.
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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