See deal and invoice exceptions in one report
Notis can look for missing or uncertain invoice matches in the Affinity stages you choose and summarize exceptions.
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
A pipeline review rarely shows whether the billing record exists, while an invoice list may lack deal context.
- Focus attention on likely gaps and mismatches.
- Use defined stages to keep the report relevant.
- Leave uncertain comparisons for human review.
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 deals in named Affinity stages with Elorus invoices for a chosen period and report missing, mismatched, and uncertain records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a small stage sample and confirm the exception categories.
Questions about this workflow
Can it compare invoice totals with deal values?
Only if both values are available and comparable. Deal values may not equal invoice totals, so ask Notis to flag differences rather than assume they are errors.
Will the report include every deal?
It should focus on the stages and period you specify.
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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