Email an Elorus invoice when signing is complete
Keep a signed billing handoff from getting stuck in a follow-up queue.
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
A finished signature can still leave someone remembering to send the related invoice.
- Send an existing invoice after a signing completion signal.
- Use supplied invoice and contact IDs for the email action.
- Reduce missed billing follow-ups.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Elorus once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis to email the specified existing Elorus invoice to the supplied contact IDs after signing completes.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real signed document, invoice, and recipient.
Questions about this workflow
Will this create the invoice too?
No. This workflow emails an existing invoice. Use a separate invoice creation workflow if you need to create one first.
What does the webhook need to include?
It should identify the existing Elorus invoice and provide the contact IDs to receive it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Elorus. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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