Connect Agile CRM to Elorus
When something happens in Agile CRM, Notis takes the next step in Elorus. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Elorus
Create an Elorus invoice from an Agile CRM deal
Start an invoice when a deal is ready for billing, using the client and invoice details supplied in the request.
Email an Elorus invoice after an Agile CRM billing handoff
Use a handoff request to email an existing Elorus invoice to specified contacts after the invoice and contact IDs are available.
Update an Elorus contact from an Agile CRM request
Send a deliberate contact change request and update the specified Elorus contact after reviewing its current details.
Add a billable service to Elorus from a sales request
Turn a deliberate service-catalog request into an Elorus product or service entry using details supplied for review.
Record a sales-related expense in Elorus
Send expense details from an Agile CRM handoff and create an Elorus expense from categorized line items.
Correct an Elorus expense from a review request
Use a specific correction request to retrieve an Elorus expense and replace its editable details and line items.
Delete a specified draft invoice after a cleanup request
Use an explicit cleanup request to delete a specified Elorus draft invoice, which must still be a draft.
Review recent Elorus invoices on a schedule
Have Notis retrieve a scheduled, filtered page of Elorus invoices and report items that need sales follow-up.
Review Elorus contacts for sales follow-up
Retrieve a paginated list of Elorus contacts on a schedule and summarize the requested review criteria.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Elorus. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Elorus
Connect any two apps with Notis in the middle.
Agile CRM and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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