Review closed deals for possible billing gaps
Notis can compare recently closed Affinity deals with Elorus invoices and bring possible gaps into a short review.
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
Closed work can disappear from the active pipeline before anyone confirms billing is complete.
- Keep recently completed work visible during billing review.
- Check existing invoice records before flagging a gap.
- Treat missing matches as prompts to investigate, not proof of missed billing.
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 review recently closed Affinity deals for a specified period and check Elorus invoices for likely matches, reporting possible gaps and uncertain matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a few real closed deals and verify the matching and date window.
Questions about this workflow
Does a missing invoice match prove a deal is unbilled?
No. It may reflect different names, timing, or incomplete data. Treat it as a review item.
Can I limit which deals it checks?
Yes. Specify the closed stages and date window in the instruction.
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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