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Notis

Review the Elorus service catalog for Agiled billing

A simple catalog scan helps keep billable services easier to find and understand during routine billing work.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Products

Retrieve products and services.

Why this helps

Service catalogs can become difficult to scan, making it harder to choose the right billable item for project work.

  • Create a concise reference from returned catalog items.
  • Focus the lookup with available filters and pagination.
  • Spot unclear or duplicate-looking entries for a human to investigate.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Elorus once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve a specified page of Elorus products or services and summarize items relevant to the Agiled billing context you provide.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real run and verify the page and filters used.

Questions about this workflow

Does this add or change catalog items?

No. The selected action retrieves products and services. Use a separate create or update capability if available and needed.

Will it automatically match a service to every Agiled project?

Only if you provide a reliable reference or matching context. The workflow should flag uncertain matches.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Elorus. A trigger fires from one place; an action lands in another.

Agiled triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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