Review campaign client invoices on a schedule
Get a recurring view of invoice activity for the clients currently receiving campaign work.
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
When campaign delivery spans multiple clients, checking each billing record manually adds recurring context switching.
- Retrieve invoice records for a supplied client scope.
- Summarize returned invoice data in a run report.
- Make review a recurring task rather than a manual lookup.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve and summarize Elorus invoices for the supplied campaign client ids, and to identify any missing scope details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client id and confirm the returned invoice summary.
Questions about this workflow
Can this tell whether an invoice is overdue?
Only if the returned invoice data includes the relevant dates and status. The workflow should report what the data supports.
How does Notis know which clients are campaign clients?
Provide the client ids or a reliable list in the instruction or run context. The workflow cannot infer an unprovided client roster.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Elorus. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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