Check client invoices during campaign follow up
Bring invoice status into your recurring client follow up routine, alongside the campaign context you provide.
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
Client campaign follow up often leaves billing status in a separate system, making it harder to know what needs attention.
- Retrieve invoices using available filters and pagination.
- Bring supplied campaign or client context into a recurring review.
- Surface records for a human to follow up on.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Elorus once in Notis.
- 2Create an automation in Automations, New Automation, and instruct Notis to retrieve Elorus invoices relevant to the client or campaign context you supply.
- 3Pick the cron schedule and choose where run reports should go.
- 4Test with one real client and review the returned invoices.
Questions about this workflow
Can it identify campaign clients from AimTell subscribers?
The listed AimTell capabilities do not establish a subscriber to client relationship. Supply the relevant client context and have the automation flag uncertain matches.
Will it send payment reminders?
No. This workflow retrieves invoices for review; the selected Elorus action does not send reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Elorus. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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