Find pipeline deals that may be ready for billing
Get a focused billing-readiness review of your Affinity pipeline, with relevant Elorus invoice records for context.
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
Deals can reach a billable stage while invoice creation waits in a separate app or inbox.
- See likely billable deals in one scheduled report.
- Use existing Elorus invoice data to avoid obvious duplicates.
- Keep the review lightweight with a short list of exceptions.
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 deals in specified billing-ready Affinity stages and check Elorus invoices for likely matches, reporting uncertain matches for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real deal and confirm the report distinguishes matched, unmatched, and uncertain records.
Questions about this workflow
Does this create invoices automatically?
No. It reviews deals and existing invoices, then reports records that may need attention.
How does Notis know which deal stages mean billing-ready?
Name the relevant stages in your instruction. Notis should report when it cannot access or identify those stages.
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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