Bring invoice details into a billing handoff
Give a billing handoff the current Elorus invoice details it needs, using an invoice reference included with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoice
Retrieves the current details of an invoice.
Why this helps
A simple invoice question can turn into a context switch when the record has to be found and reopened manually.
- Fetch current details for a known invoice.
- Include relevant invoice information in a handoff summary.
- Reduce manual searching across billing records.
Setup
Build it in a few focused steps.
- 1Connect Ably and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve the Elorus invoice by the ID included in the request and summarize details relevant to the handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request containing a valid invoice ID.
Questions about this workflow
Can this find an invoice from a client name alone?
Get Invoice retrieves current details for one invoice by ID. Use Get Invoices to search a list when you need to locate an invoice first.
Does it email the invoice?
No. It retrieves invoice details. Emailing an invoice uses a separate action and requires contact IDs.
What starts the workflow?
An external system sends an HTTP request to the Notis webhook with the invoice ID and any useful handoff context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Elorus. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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