Review a content client's invoice history
Get a focused invoice list alongside the client context, so account reviews do not start with a manual billing search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Client check-ins can stall while someone looks up invoice history across billing screens.
- Bring relevant invoices into the account review.
- Use supplied filters to keep the result focused.
- Make billing follow-up easier to prepare.
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.
- 3Tell Notis to retrieve Elorus invoices for the client and date range provided in a content account review request, then summarize the returned results.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real client and a bounded date range.
Questions about this workflow
Does this retrieve full invoice details?
This action returns a list of invoices with filtering and pagination. Use the invoice detail action when a specific invoice needs full details.
Can the workflow use an unstated date range?
Provide a date range or explicitly tell Notis how to handle the missing range.
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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