Prepare invoice drafts for confirmed retainer renewals
When a retainer renewal is confirmed and its billing terms are clear, Notis can prepare the next Elorus draft.
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
Recurring client work can renew while the next billing cycle remains buried in relationship notes.
- Prepare renewal drafts from confirmed terms.
- Avoid treating an unconfirmed opportunity as a renewal.
- Keep the draft available for final 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 create an Elorus draft only for a confirmed renewal with client, amount, currency, billing period, and line details present.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one confirmed renewal and review all draft details.
Questions about this workflow
Will this create invoices for opportunities that might renew?
No. The instruction should require a confirmed renewal and complete billing terms.
Can it determine the billing period?
Only when that information is present in the Affinity data or explicitly 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.