Find the right client before billing content work
Resolve the client record early, so content delivery does not turn into a search across accounts and old messages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Retrieve your contacts.
Why this helps
A content request may identify a company informally while the billing system needs the correct contact record.
- Confirm the billing record before invoicing.
- Reduce duplicate or misdirected client records.
- Surface ambiguity while the request is still fresh.
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, and name it for contact lookup.
- 3Tell Notis to search Elorus contacts using the client details in each content billing request and return likely matches for confirmation.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real request that includes a client name or business identifier.
Questions about this workflow
Will this create a contact if none matches?
No. The selected action retrieves contacts. Treat no match as a follow-up requiring a separate contact creation process.
What should I include in the request?
Include the company or client name and any reliable identifying details available, such as email or tax identifier.
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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