Turn billing-ready Agile CRM deals into Elorus invoices
Send Notis the deal and billing details when a sale is ready, and let it prepare the Elorus invoice.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Rekeying deal details into an invoice creates extra steps and makes it easy to miss billing information.
- Avoid re-entering supplied deal and billing details.
- Keep invoice preparation close to the sales handoff.
- Get a run report showing the outcome or missing details.
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 to create an Elorus invoice from billing-ready deal details included in the request, and report missing information instead of guessing.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real deal example and review the result.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Start it with a Notis webhook request that includes the deal and billing details Notis needs.
Will Notis guess missing invoice details?
No. Instruct it to report missing information for review rather than inventing values.
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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