Keep your content services catalog in view
Make it easier to review which content services are available for invoicing without reopening the billing system from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Products
Retrieve products and services.
Why this helps
Service catalogs can become hard to keep consistent as content offerings change.
- Bring the current service list into a recurring review.
- Spot possible gaps or overlapping descriptions.
- Keep content offering changes visible to billing.
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 retrieve the relevant Elorus products and services and summarize catalog entries for the recurring content offering review.
- 4Choose a recurring schedule and a report destination.
- 5Test with the catalog filters you expect to use.
Questions about this workflow
Will this change catalog entries?
No. It retrieves products and services for review. Adding or changing catalog items needs a separate action and confirmed details.
Can the scheduled report show every item?
Use pagination and filters as needed, and have the report state whether additional pages remain.
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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