Review Elorus invoices on a schedule
Get a recurring view of invoice records so sales and billing follow-up is easier to keep current.
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 follow-up can slip when reviewing billing records depends on remembering to open another app.
- Bring invoice records into a regular review routine.
- Use filters and pagination supported by the invoice list action.
- Summarize returned information for follow-up without assuming unprovided payment history.
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 invoice filters to use and how to summarize the returned page for your review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report includes the records you expect.
Questions about this workflow
Will the report include every invoice?
The action retrieves invoices with filtering and pagination. Specify the filters and page behavior you want, and review whether further pages are needed.
Can the workflow determine which prospects have paid?
The provided invoice-list description does not guarantee payment status or prospect matching. Treat those as unknown unless the returned data or your instruction supplies them.
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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