Find supporting files for a content expense
Make it easier to locate receipts or other supporting documents when a content cost needs review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Expense Attachments
Lists one expense’s attachments, one page at a time.
Why this helps
Supporting documents can be hard to find after the project context has shifted to a different tool.
- Locate files associated with a specific expense.
- Keep supporting documents near the cost review request.
- Use pagination when there are multiple attachment results.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to list attachments for the Elorus expense ID supplied in a content cost review and report whether more pages remain.
- 4Choose a webhook trigger and select a report destination.
- 5Test with one expense that has at least one attachment.
Questions about this workflow
Can this find files for all project expenses at once?
It lists attachments for one expense. First identify the relevant expense IDs, then retrieve attachments for each one.
Does this download or email the files?
The listed action retrieves attachment listings. It does not specify downloading or sending the files.
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.
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.
Agility cms and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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