Clear a duplicate draft invoice safely
Remove a confirmed duplicate while keeping the decision tied to the exact draft invoice that should be deleted.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Why this helps
Duplicate drafts can confuse later billing follow-up if nobody is sure which record is safe to remove.
- Reduce confusion from duplicate draft records.
- Require the exact invoice and draft status in the request.
- Keep issued invoices outside this cleanup action.
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 delete an Elorus invoice only when its ID is supplied and the request confirms it is a duplicate draft, not an issued invoice.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a known duplicate draft and review the report.
Questions about this workflow
Can it delete an issued invoice?
No. This action applies to draft invoices. Issued invoices cannot be deleted with this action.
Will it find duplicates by itself?
No. The request must identify the invoice and confirm that it is the duplicate draft to remove.
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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