Send approved promotion invoices to clients
Once the invoice and recipients are confirmed, pass them to Notis to send the Elorus invoice.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
Even after an invoice is ready, locating the right document and recipients can delay the final client follow up.
- Email an existing invoice to supplied contacts.
- Use the campaign service context to help confirm the right invoice.
- Keep a run report for visibility into the email action.
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 email the specified existing invoice to the confirmed contacts.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real invoice and approved recipient.
Questions about this workflow
Does this create an invoice first?
No. This action emails an existing invoice. Use the Create Invoice action separately if you need to generate one.
Can it choose recipients from AimTell subscribers?
No such AimTell trigger or subscriber lookup is listed here. Supply and confirm the intended contacts with the webhook request.
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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