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Notis

Turn billing-ready Asana tasks into Elorus invoices

Move work into your billing-ready section and let Notis prepare the invoice in Elorus.

Trigger

Task Moved to Section

Fires when a task is moved to a section in a project.

Action

Create Invoice

Create an invoice or receipt, saved as a draft by default.

Why this helps

Completed work can sit unbilled while you switch between project tracking, client records, and invoicing.

  • Prepare invoices as soon as work is marked ready to bill.
  • Reduce context switching between Asana and Elorus.
  • Surface missing client or line-item details before invoice creation.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Elorus once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3Describe that a task moved to your billing-ready section should become an Elorus invoice using available task, client, and product details.
  • 4Pick the Asana Task Moved to Section trigger, then choose where run reports go.
  • 5Test with one real billing-ready task and review the resulting invoice.

Questions about this workflow

Does this run when a task enters any Asana section?

Choose the Task Moved to Section trigger. Describe which section represents billing readiness in your instruction; Notis uses the task event and prompt to determine the intended outcome.

What if the task does not include enough invoice details?

Notis can use available task details and Elorus records, and should report missing information rather than guess client, rates, or invoice terms.

Does this send the invoice to the client?

This workflow creates an invoice. Sending requires a separate email action and contact details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to Elorus. A trigger fires from one place; an action lands in another.

Asana triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Attachment Added to Task

Fires when an attachment is added to a task.

TriggerInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

New Comment on Task

Fires when a comment is added to a task in a project.

TriggerInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

New Task Created

Fires when a new task is created in a project.

TriggerInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Task Moved to Section

Fires when a task is moved to a section in a project.

TriggerInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Tag Added to Task

Fires when a tag is added to a task.

TriggerInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Task Updated

Fires when a task is updated in a project.

TriggerInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Asana and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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