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Review invoice history alongside job context

Pull relevant invoice history into a job review so billing status is easier to inspect.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Invoices

Retrieve invoices for review, reporting, or other operations.

Why this helps

Checking whether a job has already been invoiced often means leaving project context and searching accounting records separately.

  • Reduce manual searching for related invoices.
  • Use available filters to narrow the invoice list.
  • Keep results attached to the job review request.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Elorus once in the Notis portal.
  • 2Create an automation to retrieve Elorus invoices using the filters supplied in a request.
  • 3Choose the webhook trigger and send a request with available client, date, or other filter context.
  • 4Choose a report channel and test with a real invoice search.

Questions about this workflow

Can this guarantee an invoice belongs to a job?

Only when the request and returned invoice data provide enough information to match them. Otherwise, review the results before drawing that conclusion.

Does AccuLynx have an invoice trigger here?

No AccuLynx trigger events are listed. A webhook request starts this lookup.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Elorus. A trigger fires from one place; an action lands in another.

Acculynx triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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