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Notis

Add approved content services to your billing catalog

When a new content package is ready to sell, add its confirmed details to the catalog without losing time to repetitive setup.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

CREATE_PRODUCT

Create a product or service in the catalog.

Why this helps

New content offerings can be ready for clients before their billable service entry exists in the catalog.

  • Make approved offerings available for future billing.
  • Keep the catalog setup tied to the documented content package.
  • Prompt for missing pricing or tax information before creation.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Elorus once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3Tell Notis to create an Elorus product or service only from an approved offering request with confirmed name, description, price, and tax details.
  • 4Choose a webhook trigger and select a report destination.
  • 5Test with one approved offering and review the created catalog item.

Questions about this workflow

Will this invent a price for the service?

No. Supply the confirmed price and applicable details in the request. Missing information should be resolved before creation.

Does this trigger from an Agility CMS event?

No. Agility CMS has no listed trigger event here. Start it with a Notis webhook request containing the approved offering details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Elorus. A trigger fires from one place; an action lands in another.

Agility cms triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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