Send the invoice when content approval is done
Close the loop between approved content and client billing with a clear request to email the right invoice to the right contacts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
A completed content review can still leave someone needing to locate an invoice and send it manually.
- Reduce manual invoice follow-up after approval.
- Specify recipients and the existing invoice in the request.
- Keep the approval milestone connected to billing communication.
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 email an existing Elorus invoice only after approval is confirmed and the invoice and contact IDs are supplied.
- 4Choose a webhook trigger and select a destination for run reports.
- 5Test with one real approval request and confirm the email action and report.
Questions about this workflow
Does this create an invoice too?
No. This action emails an existing invoice. Use an invoice creation workflow first if no invoice exists.
Can Notis infer recipient contact IDs from names?
The action requires specified contacts. Include contact IDs or have the automation retrieve and confirm the relevant contacts before emailing.
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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