Create Elorus invoices from incoming email requests
Keep invoice requests from getting buried in your inbox. Notis can turn a complete request into an Elorus invoice and flag the details that still need attention.
Trigger
New Email Received
Triggers when a new email arrives in an inbox.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Copying invoice details from email into accounting takes time and makes it easy to miss a line item or due date.
- Reduce manual re-entry from client requests
- Create invoices only when required details are present
- Surface incomplete requests for follow-up
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Elorus once in the Notis portal.
- 2Create an automation in Automations and give it a clear name.
- 3Tell Notis to read new invoice requests and create an Elorus invoice only when all required details are explicit; otherwise report what is missing.
- 4Choose the Agent mail New Email Received trigger and select where run reports should go.
- 5Test with one real request email and review the created invoice.
Questions about this workflow
Will this create an invoice from every new email?
Set the instruction to create one only for messages that clearly request an invoice and contain the required details. Other messages can be reported without creating an invoice.
What if the email is missing information?
Tell Notis to report the missing details for follow-up instead of guessing. Elorus invoice creation needs complete invoice details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Elorus. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Triggers when a new email arrives in an inbox.
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.
Agent mail and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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