Reconcile campaign results with invoice records
See campaign results and invoice records together in a recurring review, with unclear attribution called out for your attention.
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
Campaign reports and invoice records rarely line up neatly, making it hard to tell which results have become revenue.
- Review campaign performance and invoice records in one scheduled report.
- Surface invoices that have clear campaign attribution for follow-up.
- Identify missing attribution instead of treating uncertain matches as revenue.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Elorus once in the Notis portal.
- 2In Automations, choose New Automation and give it a name and prompt.
- 3Tell Notis to compare available ActiveTrail campaign results with Elorus invoices for the reporting period, matching only on supplied attribution data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real reporting period and review how unmatched records are reported.
Questions about this workflow
Can this determine campaign attribution from invoice data alone?
Only when the available campaign results or invoice records include a reliable shared attribution value. Ask Notis to label unmatched records instead of inferring a link.
What if ActiveTrail does not provide revenue data?
The report can compare available campaign metrics with invoice records, but it cannot calculate campaign revenue without usable attribution and invoice data.
Does this create or change invoices?
No. It retrieves invoice records for comparison and reports the findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Elorus. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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