Match content scope to existing billable services
Check what is already in the billing catalog before someone recreates a service or uses an inconsistent description.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Products
Retrieve products and services.
Why this helps
The same content deliverable can be described differently across project briefs and invoice line items.
- Reuse existing catalog items where appropriate.
- Reduce inconsistent service descriptions.
- See catalog gaps before invoicing.
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 service matching.
- 3Tell Notis to search the Elorus catalog for services related to the supplied content scope and report possible matches and gaps.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real scope that has known catalog items.
Questions about this workflow
Will it add missing products automatically?
No. This workflow only retrieves catalog items. Adding a service is a separate action and should be based on confirmed details.
Can it decide the final billable item?
It can present candidate matches, but the request should identify the approved service or ask for a human decision when the match is unclear.
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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