Turn qualified ActiveCampaign leads into invoice drafts
Move a sales handoff toward billing without rebuilding the lead context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
A qualified deal can stall when someone has to find the right client and reconstruct billing details before invoicing.
- Create a draft only when the handoff includes enough invoice information.
- Check existing Elorus contacts before creating the invoice.
- Surface missing billing details for follow-up instead of guessing.
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 review each qualified lead handoff, confirm the Elorus contact and required invoice details, and create an invoice draft only when complete.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead handoff and review the resulting draft.
Questions about this workflow
Does this issue an invoice automatically?
The prompt can request an invoice draft. Review the details in Elorus before issuing or sending it.
What if the lead lacks billing details?
Tell Notis to report which details are missing and leave the invoice uncreated until they are supplied.
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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