Keep invoice follow-up visible with a scheduled review
Ask Notis to check a defined invoice window and bring the results into a regular report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Invoice follow-up can slip when sales and billing work happen in separate systems.
- Create a dependable review point for invoice activity.
- Review filtered invoice summaries without opening records one by one.
- Keep follow-up in a report channel you already check.
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 give it a name and prompt.
- 3Tell Notis which invoice filters and review criteria to use, and ask it to report only evidence available in the returned data.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real scheduled example and review the report.
Questions about this workflow
Can Notis determine whether a customer was contacted in Agile CRM?
Only if that information is supplied or available to the automation. Elorus invoice results alone do not establish sales follow-up history.
Can I specify invoice filters?
Yes. Describe the desired filters and review window in the prompt; the schedule starts the 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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