Check client billing details before the invoice
Make sure the client profile matches the content engagement before a new invoice is prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
Outdated billing details can slow down otherwise finished content work and create avoidable invoice corrections.
- Review the current contact details before invoicing.
- Catch stale client information earlier.
- Give the billing handoff a specific contact record to verify.
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 current details for the Elorus contact ID supplied in a content billing request and summarize any fields needing confirmation.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test using one real request with an existing contact ID.
Questions about this workflow
Does the workflow update the contact?
No. It retrieves current details and flags information to confirm. Updating the contact requires a separate action.
What if the request has only a client name?
Provide the Elorus contact ID or first identify the correct contact using a contact search.
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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