Check existing Elorus items before adding a service
Use Agenty to gather offering details, then search the Elorus catalog to see whether the item already exists.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Products
Retrieve products and services.
Why this helps
Creating a duplicate catalog item can lead to inconsistent invoice descriptions and pricing.
- Check the catalog before adding a new billing item.
- Compare names and descriptions against researched offerings.
- Make a more informed catalog decision.
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 tell Notis to research the offering and retrieve likely matching Elorus catalog items.
- 3Choose the webhook trigger and select where run reports should go.
- 4Ask Notis to report likely matches and leave any create decision to you.
- 5Test with one real offering and verify the results in Elorus.
Questions about this workflow
Does this create a catalog item?
No. It retrieves products and services for comparison. Use the create product or service action only after you confirm the new entry is needed.
Can it guarantee there are no duplicates?
It can identify likely matches in the returned catalog results, but you should review the candidates before creating an item.
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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