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Notis

Apply a reviewed expense correction in Elorus

Send the expense ID and exact correction request, and let Notis update the expense details and line items.

Trigger

Webhook received

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

Action

Update Expense

Replaces an expense’s editable details and full set of line items.

Why this helps

Expense fixes often require reopening records and reconstructing which details need correction.

  • Tie a correction to a specific expense ID.
  • Apply the supplied editable details and complete line-item set.
  • Get a report confirming the result or calling out ambiguity.

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 to retrieve the specified expense and update its editable details and full line-item set using only the corrections in the request.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test with one real correction request.

Questions about this workflow

Does this change only the fields mentioned?

The action replaces editable details and the complete line-item set. Provide the intended full replacement details, not a partial change.

What if the request is ambiguous?

Have Notis report the uncertainty and request review instead of applying an inferred correction.

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.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

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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