Review available tax options before invoicing
Check the tax options currently available in Elorus against the requirements you provide for upcoming client work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Preparing an invoice can stall when the correct tax treatment is unclear or the available options are unknown.
- See available tax options in a focused review.
- Identify when requirements do not match a clear option.
- Keep tax decisions visible for the responsible person.
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 retrieve Elorus tax options and summarize possible matches against the tax requirements supplied for selected Affinity deals, flagging uncertainty.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real deal and verify the requirements and available options are represented accurately.
Questions about this workflow
Will Notis choose the tax treatment for an invoice?
This workflow lists available options and summarizes potential matches. Have a qualified person review uncertain or consequential tax decisions.
Where do the tax requirements come from?
They must be available in the supplied deal information or named 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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