Check Elorus tax options before preparing Agiled billing
A quick tax reference check makes it easier to use the right available option when preparing invoices and expenses.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Billing setup slows down when tax choices are unclear or someone has to search for them again.
- Make available tax options easier to consult.
- Avoid relying on remembered tax names or rates.
- Identify when the returned options need a human review.
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 the relevant Elorus tax options and provide a concise reference for the Agiled billing routine, without selecting a tax for a transaction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the listed options.
Questions about this workflow
Does this apply a tax to an invoice?
No. It retrieves tax options only. Invoice creation is a separate action and requires the correct tax details.
Should it assume a tax rate based on a client location?
No. The workflow should summarize returned options and leave tax selection to supplied, verified billing instructions.
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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