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Collect electricity receipt details from transaction context

Start preparing a Strom-Quittung from the seller, buyer and transaction details already gathered in an Agile CRM record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Prepare Receipt Data

Start or continue collecting receipt details across multiple requests before finalization.

Why this helps

Receipt preparation can stall when transaction details are scattered and need to be assembled again by hand.

  • Starts an incremental receipt data session
  • Uses transaction context already in the CRM
  • Clarifies data gaps before finalization

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Corrently once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
  • 3In one instruction, tell Notis to start or continue Corrently receipt data preparation using the relevant Agile CRM transaction details, preserving the returned session identifier for follow-up.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real transaction record and confirm the returned session details are available for the next step.

Questions about this workflow

Does this action finalize the receipt?

No. It prepares receipt data incrementally. The listed Commit Strom-Quittung action finalizes a receipt after seller, buyer and transaction details have been collected.

Why preserve a returned session identifier?

The action description says the first call returns an account parameter and subsequent calls use that returned identifier to continue building the receipt data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Corrently. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Corrently actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

CO₂ Meter Update

Creates or updates an electricity reading for CO₂ emissions tracking.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

PV Generation Forecast

Provides hourly solar generation forecasts for a location in Germany.

ActionInstant

Commit Strom-Quittung

Finalize an electricity receipt after collecting the seller, buyer, and transaction details.

ActionInstant

Geocode Location

Convert a place name or free-text location into geographic coordinates.

ActionInstant

Energy Schedule Computation

ActionInstant

Get Metering Reading

Retrieve an electricity meter reading with its green and grey energy split and CO2 emissions.

ActionInstant

Get Stromkonto Balances

Retrieve account balances for green energy bonuses, generation, self-consumption, offsets, and trees planted.

ActionInstant

Get Stromkonto Choices

Retrieve the available contract choices for an energy account.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Corrently, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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