Turn Agiled deal wins into Elorus invoices
A deal is won, and billing can start without hunting through CRM notes for the basics.
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
Won deals can sit unbilled while someone copies client and service details from the CRM into accounting.
- Start invoice preparation from a meaningful CRM change.
- Reduce repeated lookup of deal and customer context.
- Flag terms or line items that still need confirmation.
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 prepare an Elorus invoice when the webhook reports an Agiled deal marked won, using only provided customer, price, and service details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won deal and verify the invoice before issuing it.
Questions about this workflow
Will Notis infer missing pricing from the deal name?
No. The prompt should tell Notis to use provided pricing only and report any missing details.
Can it send the invoice to the customer?
This action creates an invoice. Use the Elorus Email Invoice action in a separate workflow if you want to email an existing invoice.
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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