Keep Agiled work and Elorus invoices in view
A focused billing review brings invoice status and relevant project context together before follow-ups slip.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Founders can lose track of which active client work has an invoice that needs attention.
- Get a concise scheduled view of invoices needing attention.
- Pair invoice summaries with Agiled context supplied in the prompt or request.
- Make the next billing follow-up easier to identify.
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 a page of Elorus invoices and summarize items needing review against the Agiled context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary reflects the returned invoice data.
Questions about this workflow
Can this find all invoices across every page?
The action returns a paginated list. The prompt should specify the relevant page or filters, and the report should say when the result is partial.
Can Notis identify unbilled Agiled work automatically?
Only if the relevant Agiled work details are supplied to the automation. This workflow does not assume an Agiled trigger or data feed.
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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