Send an existing Elorus invoice from an Agile CRM handoff
Make the billing handoff a single request, then have Notis email the invoice to the supplied Elorus contacts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
An invoice can be ready while the final email gets lost between sales and billing.
- Reduce manual follow-up after invoice creation.
- Use the existing invoice and specified contact IDs.
- Receive a report when a required ID is missing or email fails.
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 to email the existing Elorus invoice to the contact IDs included in the request, only when the invoice and contacts are specified.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real invoice and contact example.
Questions about this workflow
Does this create an invoice?
No. It emails an existing invoice, so the request must include its identifier and the Elorus contact IDs.
Can Notis determine the recipients from Agile CRM?
The request should supply the recipient contact IDs. The workflow should not guess identities or identifiers.
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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