Turn verified prospect research into an Elorus invoice draft
Once Agenty has checked the prospect and you have supplied the agreed scope and price, ask Notis to prepare the invoice in Elorus.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Prospect research and invoice preparation happen in separate places, making it easy to lose the billing details between them.
- Reduce retyping between prospect research and billing.
- Keep invoice creation tied to verified details and an explicit agreed amount.
- Review the invoice in Elorus before sending it.
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 give it a clear name.
- 3Tell Notis to use Agenty's verified prospect details and the scope and price you provide to create an Elorus invoice draft; ask it to flag missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and review the draft in Elorus.
Questions about this workflow
Does Agenty itself provide a trigger event?
No. Start the automation with a Notis webhook; an HTTP request starts it. Agenty can supply research when the automation runs.
Can it decide the price from a website?
Use a price you provide or an explicitly supplied pricing rule. The workflow should flag a missing or uncertain amount instead of guessing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.