Create an Elorus invoice for a qualified Aeroleads lead
Move a ready-to-buy prospect into billing with a clear invoice built from the details you provide.
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
A sales handoff can stall when prospect research, agreed pricing, and invoice creation live in separate places.
- Reduce copying prospect details between sales and billing.
- Keep invoice creation tied to an explicit buying signal.
- Surface missing pricing or service details before creating the invoice.
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 to use the incoming prospect details and your supplied services, prices, and terms to create an Elorus invoice; ask it to report missing information instead of guessing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and review the resulting invoice.
Questions about this workflow
Does Aeroleads automatically provide the invoice price?
Only use pricing and terms included in the incoming request or supplied in your instruction. Notis should ask for missing details rather than invent them.
Will this send the invoice to the prospect?
No. This workflow creates an 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 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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