Keep content client billing contacts easy to find
Make client billing contact review a small recurring task instead of a last-minute search before invoicing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Billing contact records can go stale while attention stays on the content work itself.
- Bring specified client records into a regular review.
- Reduce last-minute contact searches before invoicing.
- Make missing or ambiguous client matches visible.
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 state which clients need a recurring check.
- 3Tell Notis to retrieve Elorus contacts for the specified client identifiers and report missing or ambiguous matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known client and review the contact results.
Questions about this workflow
Does it update contact information?
No. This action retrieves a list of contacts. Updating a contact is a separate action and needs confirmed replacement details.
What if a client has changed its legal details?
Use the report to flag the record for review, then provide confirmed details before applying an update.
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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