Email an existing Elorus invoice to prospect contacts
Finish the billing handoff by sending an existing invoice to the recipients you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
An invoice can be ready while the follow-up email is still waiting in someone's task list.
- Reduce the manual step between invoice creation and delivery.
- Use specified Elorus contact IDs for recipients.
- Keep the send request tied to an explicit invoice and recipient list.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which existing invoice to email and provide the Elorus contact IDs for the intended recipients.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and verify the recipients before relying on the workflow.
Questions about this workflow
Does this workflow create an invoice first?
No. It emails an existing invoice. The request needs to identify the invoice and specify contact IDs.
Can Aeroleads supply Elorus contact IDs?
The source description does not establish that. Supply the Elorus contact IDs in the request or obtain them separately before triggering the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Elorus. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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