Search credit notes for a researched client
Bring client research together with existing credit note records for a focused review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Credit Notes
Retrieve credit notes.
Why this helps
Reviewing credit notes is slower when the client identity is not at hand.
- Use researched client details to narrow a credit note search.
- Review possible records before taking billing action.
- Keep search filters and returned scope explicit.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: gather client identifiers with AgentQL, retrieve relevant Elorus credit notes using supported filters, and summarize possible matches and result scope.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and verify results in Elorus.
Questions about this workflow
Can it issue or modify a credit note?
No. The listed action retrieves credit notes for review.
What if the client match is unclear?
The report should show the possible matches and ask you to confirm the correct contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Elorus. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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