Bring invoice context into a client discussion
Before a client conversation, pull the relevant invoice history into a short brief alongside the Affinity relationship context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Preparing for a client conversation can mean searching CRM notes and invoice history separately.
- Reduce app switching during conversation preparation.
- Bring invoice records into a concise client brief.
- Avoid inferring payment status or balance when the data is not available.
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 find Elorus invoices for the client identified in the incoming Affinity request and summarize records within the requested period, noting any unavailable fields.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real client and confirm the brief reflects returned invoice data only.
Questions about this workflow
Will it report whether an invoice has been paid?
Only if the returned invoice data includes payment status. Have Notis state when that information is unavailable.
Can it prepare the whole meeting brief?
This workflow focuses on invoice history. Relationship context depends on what Affinity makes available in the request or connected data.
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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