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Notis

Turn publishing requests into accurate invoices

Finish the content handoff and billing step in one flow. Notis checks the supplied details before creating the invoice.

Trigger

Webhook received

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

Action

Create Invoice

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

Why this helps

Content work may be complete while billing details are scattered across a publishing request and follow-up messages.

  • Reduce the gap between publishing work and billing.
  • Catch missing client or pricing details before invoice creation.
  • Keep the invoice request tied to the content handoff.

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 give it a name.
  • 3Tell Notis to create an Elorus invoice for a publishing request only when client, line items, rates, currency, and terms are provided; ask about anything missing.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real publishing request and review the resulting invoice.

Questions about this workflow

Does this trigger when an Agility CMS entry is published?

Agility CMS has no listed integration trigger here. Start the automation with a Notis webhook request and include the publishing and billing details.

Will Notis guess a client's rate?

No. Provide the rate and invoice details in the request, or have Notis ask for missing information before creating the invoice.

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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