Get a scheduled summary of Elorus invoices
Put invoice review on a schedule and receive a concise report based on the invoices Elorus returns.
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
Invoice review can slip when it depends on remembering to open Elorus and work through its invoice list.
- Make invoice review a recurring routine.
- Summarize returned invoice information in a run report.
- Keep the review focused on data available from Elorus.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal; connect Addressfinder if you also want Notis to check supplied contact details in your instruction.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to fetch and summarize the Elorus invoices returned for the requested review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and review the summary.
Questions about this workflow
Can the report identify overdue invoices?
The report can use fields returned by Elorus. If due dates or payment status are not returned, provide that information separately or leave it out of the conclusion.
Does this send reminders to clients?
No. This workflow retrieves invoices and prepares a report; its selected action does not email clients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Elorus. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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