Prepare billing for an agreed investor service
When a paid service is agreed, Notis can turn the relevant Affinity context into an Elorus draft for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
A separate service agreement can be difficult to track when relationship context and billing details are split.
- Use relationship context to prepare a billing draft.
- Keep invoice creation tied to an explicit service agreement.
- Review details before anything is sent.
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 create an Elorus draft only when the request includes an explicit billable service, agreed amount, currency, and client details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real, approved billable service record and review the draft.
Questions about this workflow
Does a fundraising relationship alone trigger billing?
No. The instruction should require an explicit billable service agreement and complete invoice details.
What if the Affinity record lacks the agreed amount?
Notis should report what is missing and avoid creating the draft until you provide it.
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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