Find client billing details while reviewing Agiled work
Keep a useful client reference close to your billing routine without manually searching through contacts each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Switching between project records and accounting contacts adds friction when preparing client billing.
- Reduce manual contact searches during billing reviews.
- Summarize only the contact details returned by Elorus.
- Make client context easier to find alongside Agiled work.
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 contacts and prepare a concise reference for the Agiled client billing context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the report reflects only returned contact details.
Questions about this workflow
Can the workflow retrieve one contact by ID?
This action lists contacts in batches. For a known contact ID, use the Get Contact action in a workflow designed for that lookup.
Does it update Agiled?
No. The available target action retrieves Elorus contacts and can report a summary; it does not modify Agiled.
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.
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.
Agiled and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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