Clean up obsolete draft invoices after an Agiled cancellation
When a project or deal is cancelled, clear the matching draft invoice with a deliberate check before deletion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Why this helps
Cancelled work can leave draft invoices behind, creating clutter and raising the risk of accidental sending.
- Reduce stale draft clutter after cancellation.
- Require a specific invoice identifier from the handoff.
- Keep issued invoices protected from deletion.
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 delete only the specified Elorus draft invoice when the webhook confirms cancellation, and stop if the invoice is issued or status is unclear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real draft cancellation case and review the report.
Questions about this workflow
Can this delete an issued invoice?
No. This action permanently deletes a draft invoice; issued invoices cannot be deleted.
Does Agiled send a cancellation event?
No Agiled trigger events are provided here. Start this flow with a Notis webhook request containing a confirmed cancellation and invoice identifier.
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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