Create a focused list of invoices to review
Define the invoice criteria you care about and get a scheduled list to inspect.
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
A general invoice list can leave you scanning records to find the few that matter now.
- Focus review on criteria you provide.
- Reduce time scanning unrelated invoices.
- Call out filters, pages, and missing data in the report.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: fetch Elorus invoices using supported filters I specify and summarize matching records; state pagination and do not infer aging unless dates are returned and criteria are provided.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real example and confirm the filtered results in Elorus.
Questions about this workflow
Does this decide what counts as overdue?
Only if you specify the criteria and the returned invoice data includes the dates needed to apply them.
Can it review every invoice?
It should check pagination or clearly state which pages and filters were used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Elorus. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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