Get the full invoice details for a content handoff
Bring the actual invoice into the follow-up so the next step is grounded in its current details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoice
Retrieves the current details of an invoice.
Why this helps
A billing follow-up can go sideways when people rely on a partial invoice summary or an old message.
- See current details for the invoice in question.
- Reduce follow-up based on stale or incomplete summaries.
- Keep a billing query tied to the right invoice identifier.
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 retrieve full details for the Elorus invoice ID included in a content billing request and summarize the relevant status and terms.
- 4Choose a webhook trigger and a report destination.
- 5Test with one existing invoice ID from a content engagement.
Questions about this workflow
Can I provide a content URL instead of an invoice ID?
The action retrieves one invoice by ID. Include the Elorus invoice ID or find it through an invoice search first.
Does this email the invoice to the client?
No. It retrieves invoice details. Emailing an existing invoice uses a separate action.
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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