Create Elorus invoices from Agiled project milestones
A milestone moves forward. Notis gathers the billing details and prepares the Elorus invoice so invoicing does not get lost in project updates.
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
Project progress and billing often live in separate places, making it easy to forget to invoice completed work.
- Reduce delay between completed project work and invoicing.
- Keep invoice preparation tied to the Agiled update that started it.
- Surface missing client or billing details for follow-up.
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 a completed Agiled project milestone, using available project and client billing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real milestone update and review the invoice details.
Questions about this workflow
Does this send the invoice automatically?
This workflow creates an invoice in Elorus. Emailing it requires a separate workflow and available contact IDs.
What if the milestone has no billing amount?
Notis should report the missing amount and avoid guessing. Supply the billing details before creating the 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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