Find expenses tied to a content project
Gather expense summaries while the project context is in front of you, and surface records that still need matching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Project cost checks are easy to postpone when expense searches happen in a separate system from content planning.
- Start a cost review with a focused expense list.
- Use the project reference and filters already supplied.
- Identify possible unmatched expenses for follow-up.
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 search Elorus expenses using the project reference and filters in the request, then summarize matches and unclear records.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real project reference and known expenses.
Questions about this workflow
Will this know which expenses belong to the project?
Only if the records or request provide a usable project reference. Otherwise it can return filtered summaries but cannot establish a project relationship.
Does this retrieve attachments too?
No. Expense attachments use a separate action for a specific expense.
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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