Review filtered Elorus invoices on a schedule
Get a concise invoice review at a regular time instead of opening the billing system to search from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Billing follow-up gets harder when invoice checks depend on remembering to run them.
- Retrieve invoices with specified filters and pagination.
- Get a scheduled summary of invoices for follow-up.
- Reduce context switching during billing reviews.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis to retrieve invoices using your chosen filters and summarize records needing attention.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one run and confirm the filters return the intended invoices.
Questions about this workflow
Does this send reminders to clients?
No. It retrieves and summarizes invoices. Sending an email requires a separate workflow and the relevant invoice and contact details.
Can it compare against a past invoice history?
Only if that history is provided or available in the returned data. Otherwise, specify the review criteria directly.
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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