Add client context to an Elorus credit note review
Gather relevant client context with Agenty and ask Notis to retrieve credit notes that match your review criteria.
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
Credit note follow-up often requires reconstructing client context from multiple sources before taking action.
- Retrieve credit notes with useful client and date filters.
- See relevant research alongside existing billing records.
- Flag cases that need a decision before any further action.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify client sources and credit note filters.
- 3Choose the webhook trigger and select where run reports should go.
- 4Ask Notis to compare returned records with the research and summarize open questions for your review.
- 5Test with one client and known credit note.
Questions about this workflow
Does this issue or change a credit note?
No. It retrieves credit notes for review. It does not create or edit them.
What filters can I ask Notis to use?
The action supports filtering by page, contact, date range, or currency. Provide the relevant values for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Elorus. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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