Turn approved project milestones into invoice drafts
When a milestone is approved for billing, Notis can prepare an Elorus draft from the supplied client and milestone terms.
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
Milestone billing depends on a clear approval point, but approval and invoice creation can be separated by busywork.
- Tie invoice preparation to an explicit approval.
- Keep the milestone amount and description with the draft.
- Surface missing terms for follow-up before creating anything.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it in plain language.
- 3Ask Notis to create an Elorus draft only when the incoming Affinity request confirms an approved billable milestone and contains client, amount, currency, and line details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one approved milestone record and check the draft against its terms.
Questions about this workflow
Does any milestone update count as approval?
No. State the approval wording or status Notis should require, and verify that Affinity exposes it.
What happens when invoice details are incomplete?
Notis should report the missing information and wait for it before creating a draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Elorus. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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