Email the right Elorus invoice after document review
Check an incoming document against an existing invoice, confirm the recipients, and send the invoice without another round of searching.
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
Even after an invoice exists, matching it to a document and finding the right recipients can delay sending.
- Use extracted document details to support invoice matching.
- Require a confirmed invoice and contact ids before sending.
- Reduce the time between invoice review and delivery.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Elorus once in the Notis portal.
- 2Create an automation that uses incoming extraction details to identify an existing Elorus invoice, confirms the invoice and recipient contact ids, then emails it.
- 3Choose the notis_webhook trigger so an HTTP request can start the automation.
- 4Choose where Notis should send run reports.
- 5Test with one real document and a confirmed invoice and recipient.
Questions about this workflow
Does this create the invoice first?
No. This workflow emails an existing invoice. The invoice must already exist in Elorus, and recipient contact ids must be obtained before sending.
Will the workflow guess which invoice or contact to use?
The prompt should require confirmation when the match or recipient is unclear, rather than sending to an unconfirmed contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Elorus. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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