Send an existing Elorus invoice after billing handoff
Once the invoice and recipient are confirmed, let the billing handoff trigger the email step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
Even after invoice preparation, the final send can be delayed while someone reconnects the invoice to the right recipient.
- Reduce delay between billing approval and invoice email.
- Use the invoice and contact identifiers supplied in the handoff.
- Keep a run report of the email action.
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 email the specified existing Elorus invoice to the supplied contact IDs when the webhook request confirms the billing handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff and verify the invoice and recipients before relying on the workflow.
Questions about this workflow
Can the automation locate an invoice from an Agiled deal name?
The action emails an existing invoice and needs its identifier and contact IDs. Include those in the request or provide a reliable lookup step.
Will this create the invoice first?
No. It emails an existing invoice. Create the invoice separately before this handoff.
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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