Add a requested billable service to Elorus
Pass the service details from a sales request to Notis and prepare the catalog entry without a manual rekey.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
CREATE_PRODUCT
Create a product or service in the catalog.
Why this helps
New service offerings can reach a customer conversation before the billing catalog is ready.
- Reduce repeated catalog entry work.
- Keep the requested service details in one handoff.
- Surface missing details for review before creation.
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 a name and prompt.
- 3Tell Notis to create the specified Elorus product or service from the request and report any missing details.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real service request.
Questions about this workflow
Will Notis invent pricing or service details?
No. Supply the intended catalog details in the request and instruct Notis to report anything missing.
Does this run from an Agile CRM event?
No. Agile CRM has no trigger events in this setup, so a Notis webhook starts the automation.
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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