Bring the full invoice record into the billing handoff
Give a billing question the invoice details it needs without a separate search through Elorus.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoice
Retrieves the current details of an invoice.
Why this helps
A handoff may mention an invoice without including the current details needed to answer a client or internal question.
- Retrieve current details for the specified invoice.
- Keep the triggering question and invoice summary together.
- Flag a missing invoice ID before lookup.
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 the Elorus invoice specified by the handoff ID and summarize the details relevant to the supplied question.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the invoice details match.
Questions about this workflow
Can this find an invoice from a company name alone?
The Get Invoice action retrieves a specific invoice by ID. Include the invoice ID or have the workflow report that it is missing.
Does this make changes to the invoice?
No. This workflow retrieves the current invoice details for context.
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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