Get a scheduled invoice follow-up review
See the invoice details that deserve a closer look without repeatedly searching Elorus.
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
It is easy to lose track of invoices when follow-up depends on remembering to check them.
- Bring invoice records into a concise review.
- Reduce manual checking across billing tasks.
- Base the summary on invoice details returned by Elorus.
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 and summarize the available details that may need follow-up; do not infer payment status or history that is not returned.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real example and confirm the report reflects the returned invoice data.
Questions about this workflow
Can the review tell whether a customer has paid?
Only if the invoice data returned by Elorus includes the relevant payment information. The automation should not assume missing history.
Can it send reminders to clients?
This workflow retrieves and summarizes invoices. It does not send invoice emails.
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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