Bring bill context into the upcoming work review
See relevant bills beside the client context that helps you decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Why this helps
Bills can be hard to connect to upcoming client work when the relevant details are spread across separate tools.
- Gather bill information into a concise scheduled report.
- Relate returned bills to the ActiveCampaign scope you provide.
- Flag unclear client matches rather than assuming.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Elorus bills for the clients or work scope you specify and summarize relevant items alongside ActiveCampaign context.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real client and check the returned bill summary.
Questions about this workflow
Will this pay or update bills?
No. Get Bills retrieves bill records for review; this workflow does not make payments or edit bills.
Does it know which clients have upcoming work automatically?
Only if that scope is available through the connected ActiveCampaign context or supplied in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Elorus. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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