Check expense documents alongside Agiled project reviews
See which files are attached to a specific expense before closing out project costs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expense Attachments
Lists one expense’s attachments, one page at a time.
Why this helps
Supporting documents can be scattered or overlooked when expense records are reviewed after the work is done.
- Make document checks part of a project cost review.
- See the attachment list returned for a specified expense.
- Identify records that may need supporting files.
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 list one page of attachments for the specified Elorus expense and summarize document coverage using the Agiled project context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real expense and confirm the report accurately reflects its attachments.
Questions about this workflow
Can this find expenses needing attachments across the whole account?
The action lists attachments for one specified expense. Provide the expense identifier for each run.
Does the workflow upload missing files?
No. It lists existing attachments and can report gaps for follow-up.
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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