Bring older deal billing follow-ups back into view
Notis can scan your selected Affinity pipeline stages for older deals and check Elorus for related invoice records.
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
Older deals are easy to overlook when billing follow-up lives outside the pipeline.
- Bring potentially overlooked deals into a recurring review.
- Check invoice context before deciding what to do next.
- Get a concise exception list rather than a broad pipeline dump.
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 older than a threshold you specify in selected Affinity stages and check Elorus for related invoices, reporting possible follow-ups.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real older deal and verify the age threshold and invoice context.
Questions about this workflow
Can Notis determine which deals are stale?
Tell it the age threshold and stages to review. Notis needs access to the relevant deal dates and stage information.
Does it contact clients?
No. It reports possible follow-ups for you to review.
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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