Make credit note follow-up easier across Agiled and Elorus
A regular credit note scan can keep account adjustments visible when planning the next client conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Retrieve credit notes.
Why this helps
Credits and account follow-ups can be separated across sales and finance tools, making context harder to recover.
- Bring credit notes into a predictable account review.
- Use filters to focus on relevant returned records.
- Tie the summary to account context provided from Agiled.
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 credit notes with the relevant filters and summarize them against Agiled account context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the selected filter and page.
Questions about this workflow
Can Notis see all account history from Agiled automatically?
No Agiled events are listed. Provide the relevant account context in the prompt or request.
Can it issue a credit note?
No. The selected action retrieves existing credit notes for review.
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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