Turn won Affinity deals into invoice drafts
A deal closes in Affinity. Notis gathers the invoice details and creates a draft in Elorus 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
Closing a deal can mean another round of copying client and pricing details into an invoice.
- Reduce retyping between your CRM and invoicing app.
- Keep a review step before sending the invoice.
- Spot missing invoice details before creating a draft.
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.
- 3In one instruction, ask Notis to review newly won Affinity deals and create an Elorus invoice draft when client, amount, currency, and line details are clear.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real won deal and review the resulting draft.
Questions about this workflow
Will this send the invoice to the client?
No. This workflow creates an invoice draft. Sending it requires a separate action and the appropriate contact details.
What if the deal does not include line items or currency?
Have Notis report the missing details and leave the invoice uncreated until you provide them.
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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