Review expenses tied to AimTell campaigns
Get a recurring view of campaign related costs without rebuilding the context each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Recurring campaign cost reviews are easy to postpone when expenses and campaign context live in separate places.
- Retrieve a page of expense summaries on a recurring schedule.
- Focus review on expenses matching supplied campaign names or context.
- Send run reports to a channel you already use.
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 and summarize relevant Elorus expense summaries using your supplied campaign context.
- 3Pick the cron schedule and choose where run reports should go.
- 4Test with one real campaign and expense example.
Questions about this workflow
Can Notis infer which expenses belong to a campaign?
Only when the available expense details or context you provide support that match. The instruction should flag uncertain matches.
Does this create or change expenses?
No. This workflow uses the List Expenses action to retrieve expense summaries for review.
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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