Turn scheduled service research into Elorus catalog items
Keep service listings up to date by reviewing Agenty findings and asking Notis to add confirmed services to the Elorus catalog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
CREATE_PRODUCT
Create a product or service in the catalog.
Why this helps
New or revised service offerings can be spotted during research but never make it into the billing catalog.
- Review service page changes on a regular schedule.
- Add catalog entries using details and prices you approve.
- Reduce last-minute catalog setup during billing.
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 instruct Notis to create a catalog item only from service details and price you confirm.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Specify the service pages Agenty should check and ask Notis to report changes that need your decision.
- 5Test with one confirmed service and verify the new item in Elorus.
Questions about this workflow
Will a changed page automatically change an existing Elorus service?
This workflow creates a new product or service. It should report suspected changes for review rather than assume the existing catalog item should be replaced.
Can it invent a price if the website omits one?
No. Supply or confirm the price before asking Notis to create the catalog 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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