Verify the recipient before emailing an Elorus invoice
Check the recipient details with Agenty, confirm the intended invoice and contact, then ask Notis to email it from Elorus.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
Sending an invoice to the wrong contact creates avoidable follow-up and makes billing harder to track.
- Add a recipient verification step to invoice delivery.
- Use the existing invoice and confirmed Elorus contact ID.
- Reduce manual copying of billing email details.
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 verify the recipient details and email the specified existing invoice only to a contact ID you confirm.
- 3Choose the webhook trigger and select where run reports should go.
- 4Provide the invoice and recipient information for the run and ask Notis to stop if the match is unclear.
- 5Test with one real invoice and confirm the recipient before sending.
Questions about this workflow
Does this create an invoice first?
No. It emails an existing invoice. Use the create invoice action separately if you need a new draft.
Can Agenty supply the Elorus contact ID?
Agenty research can help identify recipient details, but the workflow should use a confirmed Elorus contact ID before sending.
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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