Keep invoice follow-up on your schedule
Set a recurring review to bring invoice records back into view and decide what needs attention next.
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
Invoices awaiting review can slip from sight when follow-up depends on remembering to search manually.
- Make invoice review a predictable routine.
- Bring filtered invoice results into a run report.
- Use job context you provide to prioritize follow-up.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation that retrieves Elorus invoices using filters and job context you provide.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report channel and test with one real invoice review.
Questions about this workflow
Can it know which invoices need follow-up?
Only when the returned invoice data and your supplied rules make that clear. Otherwise, it provides a list for review.
Does it update invoice status or send reminders?
No. This workflow retrieves invoice records for review; it does not modify or email them.
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
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