Cross-check client relationships and invoice records
Review a focused set of Affinity client records alongside Elorus invoices to catch billing gaps and uncertain matches.
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
Client relationships and invoice history often sit in separate places, making a quick billing review harder.
- Bring client and invoice context into one report.
- Flag missing or uncertain matches for manual review.
- Avoid assuming a deal value is an invoice or a balance.
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 compare specified Affinity client records with Elorus invoice records for a date range you provide and report possible gaps or uncertain matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a small set of real clients and verify the match criteria.
Questions about this workflow
Will the workflow calculate client balances?
It can report invoice records returned by Elorus. Do not assume it has a complete balance unless the needed balance data is available.
Can it resolve uncertain matches automatically?
Have Notis report uncertain matches for your review rather than deciding that similar names are the same client.
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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