Get a scheduled review of certificate program invoices
Make invoice follow-up easier with a recurring summary of Elorus invoices relevant to your credential programs.
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 gets harder when certificate program billing is spread across a long invoice list and needs regular manual review.
- Retrieve invoice records on a schedule for a regular review.
- Ask Notis to summarize results against program names or identifiers you supply.
- Send the run report to a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Elorus once in Notis.
- 2Create an automation for a recurring certificate program invoice review.
- 3Tell Notis which certificate programs or identifiers to look for and how to summarize matching invoice results.
- 4Choose the Notis schedule trigger and where run reports should go.
- 5Test with one real run and confirm the supplied program identifiers identify the intended invoices.
Questions about this workflow
Does this automatically know which invoices belong to a certificate program?
Only if the invoice data or your instructions provide a reliable identifier, such as a program name or reference. The workflow cannot infer missing links between certificates and invoices.
Can the schedule send invoices to customers?
No. This workflow retrieves invoice records and reports on them. It does not email invoices.
What starts this workflow?
A recurring Notis schedule starts it. Accredible certificates does not expose trigger events in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Elorus. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.