Clear a duplicate Elorus draft invoice with an explicit request
Send a precise cleanup request for the draft invoice that should be removed, and have Notis check its status first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Why this helps
Duplicate draft invoices can clutter billing work and make the correct record harder to find.
- Focus cleanup on a specified invoice ID.
- Check the invoice details and draft eligibility before deletion.
- Get a report of the deletion result or why it could not proceed.
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, with a name and prompt.
- 3Tell Notis to inspect the specified invoice and delete it only if it is a draft and the request explicitly identifies it.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real draft invoice example.
Questions about this workflow
Can this delete an issued invoice?
No. The available action permanently deletes draft invoices only; issued invoices cannot be deleted.
What must the cleanup request include?
It must identify the intended Elorus invoice. Have Notis stop and report if the invoice is not a draft or the request is unclear.
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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