Create Elorus invoices from ActiveTrail conversions
When a campaign conversion is ready to bill, send its invoice details to Notis and create the invoice in Elorus without re-entering the order.
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
Campaign conversions can become billing tasks that get lost between marketing and finance.
- Create invoices from conversion details already collected by your workflow.
- Keep billing moving without switching between campaign and accounting tools.
- Get a run report when the payload lacks information needed for an invoice.
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 create an invoice from a conversion webhook only when the payload includes the Elorus contact and required invoice details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real conversion payload containing complete invoice details.
Questions about this workflow
What should the webhook include?
Include the Elorus contact identifier and the invoice details required by your Elorus setup, such as the billable items, quantities, prices, currency, and invoice date.
Will Notis invent missing prices or tax details?
No. Instruct Notis to report missing required billing details instead of guessing.
Does this send the invoice to the customer?
No. This workflow creates the invoice. Emailing an invoice is a separate Elorus action.
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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