Pair scheduled pricing research with invoice preparation
Let Agenty check a page on your schedule and ask Notis to create a draft only when your billing criteria and client details are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Recurring research can surface a billing opportunity without giving you a clear next step to prepare the invoice.
- Run research on a recurring schedule without remembering to revisit the page.
- Apply a billing rule you explicitly provide.
- Keep invoice drafts reviewable before they are sent.
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 prepare a draft only when the client, scope, and price rule you provide are satisfied.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Ask Notis to check the supplied pricing page with Agenty and flag any changed or unclear values before invoicing.
- 5Test with one real example and review the draft in Elorus.
Questions about this workflow
Can Notis decide what price to charge based on a competitor?
Only if you supply a clear pricing rule. Competitor pricing alone does not establish your client's agreed fee.
What happens if the page has changed?
The instruction should ask Notis to report the change and pause invoice creation when the agreed billing condition cannot be confirmed.
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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