Check available Elorus taxes before invoice work
Make tax option checks predictable with a recurring report of the Elorus records you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Billing can stall when a team needs to stop and search for the right tax option.
- Create a recurring check of available tax records.
- See the options relevant to a stated filter.
- Keep tax selection grounded in returned Elorus data.
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 which tax filters to use and ask for a concise summary of the returned options.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real tax list result and review it.
Questions about this workflow
Does this determine which tax rate legally applies?
No. It retrieves Elorus tax records for review. Applicability must be determined from appropriate business guidance.
Can I filter the tax list?
Yes. Describe the optional filters you want Notis to use.
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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