Review invoices alongside scheduled project checks
Have Agenty revisit key project pages on a schedule and ask Notis to retrieve the relevant Elorus invoices for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Project changes and invoice follow-up live in different systems, making it easy to miss a billing review.
- Bring project page findings and invoice records into one review.
- Use supported invoice filters to focus the list.
- Make follow-up a recurring routine instead of another reminder to remember.
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 project pages and invoice review criteria to use.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Ask Notis to retrieve the matching Elorus invoices and summarize relevant Agenty page findings without assuming a page change proves payment status.
- 5Test with one project and a known invoice.
Questions about this workflow
Can a website check confirm an invoice was paid?
No. Use Elorus invoice data for invoice status; Agenty page findings can provide project context but do not establish payment status.
Can I filter the invoice list?
Yes. The invoice retrieval action supports filtering and pagination. Tell Notis which relevant filters to use.
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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