Compare researched purchase details with an Elorus expense
Gather purchase context with Agenty and retrieve the current Elorus expense details before deciding whether anything needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Expense
Retrieves the current details of an expense.
Why this helps
A short expense summary may not contain enough detail to investigate a purchase without opening multiple tools.
- Retrieve all current details for one specified expense.
- Compare expense information with source research in one report.
- Identify discrepancies before choosing whether to update the record.
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 which purchase source to check and which expense ID to retrieve.
- 3Choose the webhook trigger and select where run reports should go.
- 4Ask Notis to summarize matching details and flag uncertain or conflicting information.
- 5Test with one known expense and verify the retrieved record.
Questions about this workflow
Does this change the expense?
No. It retrieves the current details for one expense. Use a separate update action only when you have confirmed a correction.
Does the lookup search by vendor name?
This action retrieves an expense by ID. Use the expense list action to search and filter summaries first if you do not have the ID.
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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