Review the Elorus service catalog before billing work
Get a recurring view of the billable services your team relies on, with a summary of the returned catalog details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Products
Retrieve products and services.
Why this helps
Sales teams can lose time when they are unsure which billable services are already available in the catalog.
- Make catalog review a recurring habit.
- Use filters and pagination to keep the review focused.
- See catalog details in a concise report before billing handoffs.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Tell Notis which products or services to retrieve and what catalog details to summarize.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real catalog page and review the output.
Questions about this workflow
Can this confirm a service was quoted in Agile CRM?
Not from the Elorus catalog alone. Any quote or deal context must be supplied or accessible separately.
Can the report cover the whole catalog?
The action supports filtering, sorting, and pagination. Set a clear scope for each scheduled run.
When this happens · Trigger
Do this · Action
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.
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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