Keep credit note follow-up visible
Have Notis bring a defined set of credit notes into a regular review report so exceptions are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Retrieve credit notes.
Why this helps
Credit note details may need coordination between sales and billing, but can be overlooked in a busy week.
- Review credit notes using a clear filter or date window.
- Bring results into a recurring report.
- Summarize only the information returned by Elorus.
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 add its name and prompt.
- 3Tell Notis which credit note filters to use and what returned details to highlight for review.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real credit note page and review the summary.
Questions about this workflow
Can Notis explain why a credit note was issued?
Only if the reason is available in the returned details or supplied in the request. The workflow should not infer a reason.
Can I filter by customer or date?
Yes. The action supports filters including contact, date range, currency, and page.
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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