Turn expense details from a sales handoff into an Elorus expense
Put the expense details and categories in the handoff, then let Notis prepare the Elorus expense.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Small sales-related expenses are easy to forget when they live in a different workflow from the customer record.
- Capture expense details while the related work is in context.
- Create an expense from supplied categorized line items.
- Get a report if information needed to record the expense is missing.
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 create an Elorus expense from categorized line items and expense details included in the request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real expense example.
Questions about this workflow
What should the request include?
Include the expense details and categorized line items needed for creation. Notis should flag missing information.
Does this automatically extract expenses from Agile CRM?
No. Start a Notis webhook with the expense information you want recorded.
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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