Spot catalog gaps before deal billing begins
Notis can compare service needs you specify from Affinity with the current Elorus catalog and report possible gaps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Products
Retrieve products and services.
Why this helps
Billing preparation slows down when the service a deal needs is not easy to find in the product catalog.
- Check service availability before invoice preparation.
- Reduce last-minute catalog searches.
- Review possible matches before adding or changing products.
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 service descriptions in selected upcoming Affinity deals with Elorus products and report likely matches and gaps without changing the catalog.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real deal and verify that the report handles similar product names carefully.
Questions about this workflow
Will this create missing catalog items?
No. It lists products and reports possible gaps for review.
What information must be available in Affinity?
The relevant service descriptions or requirements must be present in the deal information or supplied in your 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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