Review Elorus tax options before invoicing
Bring available tax records into the invoice preparation flow and review them against the job's billing context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Tax options can be easy to overlook when preparing an invoice after switching between project and accounting work.
- Retrieve current tax options for review.
- Keep tax lookup close to invoice preparation.
- Make tax selection an explicit review step.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation that retrieves Elorus taxes for invoice preparation review.
- 3Choose the webhook trigger and send a request when tax options are needed.
- 4Choose a report channel and test with a real invoice preparation request.
Questions about this workflow
Will the workflow decide which tax applies?
It retrieves available taxes. The correct tax depends on billing facts and rules that must be supplied or reviewed by you.
Can it start from an AccuLynx event?
No AccuLynx trigger event is available in this package. It starts from an HTTP request.
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.
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.
Acculynx 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.