Send the right invoice after the handoff is approved
Keep approval, invoice identity, and intended recipients together before the invoice email goes out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
Invoice follow-up can be delayed when approval and recipient details are separated from the invoice record.
- Require an explicit approval signal before emailing.
- Use specified invoice and contact identities to reduce recipient mistakes.
- Report missing identifiers rather than sending an uncertain invoice.
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 email an existing invoice only when the handoff explicitly approves sending and includes the invoice and contact IDs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved handoff and verify the invoice and recipients before relying on it.
Questions about this workflow
Does this create an invoice first?
No. This workflow emails an existing invoice. Use a separate invoice creation workflow when a draft must first be prepared.
What if the handoff only names a contact?
Have Notis report that the contact ID is missing and hold the email until the intended recipient is confirmed.
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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