Get a scheduled review of Elorus invoices needing attention
Start the day with a focused list of invoices to review, using the criteria you define.
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
When invoice follow-up depends on repeatedly checking a long list, overdue or otherwise actionable items can slip through.
- Review invoice records on a predictable schedule.
- Focus the report on the criteria you supply.
- Reduce repeated manual checks in Elorus.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Elorus once in the Notis portal.
- 2Create an automation that retrieves invoices and summarizes records matching your follow-up criteria.
- 3Pick a Notis schedule trigger and specify the review cadence and criteria in your instruction.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Can it determine which invoices are overdue?
It can evaluate dates and statuses returned by Elorus when those fields are available. Provide any additional rules or baseline that the records do not contain.
Will it send reminders to clients?
This workflow reviews invoices and reports findings. The listed action retrieves invoices; it does not email clients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Elorus. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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