Keep content client invoices visible each week
A scheduled review can surface the invoice records that need attention before another week passes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Invoice follow-up is easy to miss when client work continues across a busy week.
- Create a regular billing review without a manual search.
- Focus results on configured clients and useful filters.
- Make invoice follow-up easier to notice.
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 describe the weekly review outcome.
- 3Tell Notis which content clients and invoice filters to review, and how to report records that may need follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real client and review the returned invoice list.
Questions about this workflow
Can this identify overdue invoices?
Only if the returned invoice data includes the relevant status or due date. Specify how to handle records when those details are absent.
Does the schedule create or send invoices?
No. This workflow retrieves invoice summaries for review.
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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