Keep up with Elorus expenses through scheduled summaries
Ask Notis to retrieve the expense records you need and turn the returned page into a concise review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense reviews can become a backlog when each one requires finding the right list and scanning records manually.
- Reduce the effort of recurring expense checks.
- Summarize the returned page without copying records by hand.
- Make the review easy to revisit through run reports.
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Elorus once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which expense records to list and what patterns or details to summarize from the returned page.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example using your intended filters.
Questions about this workflow
Will this retrieve every expense?
The action returns one paginated page at a time. Ask Notis to use the appropriate filters and pagination for the review.
Can it update expenses it finds?
This workflow lists and summarizes expenses. Updating an expense requires a separate workflow using the Update Expense action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Elorus. A trigger fires from one place; an action lands in another.
0CodeKit 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.
0CodeKit and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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