Review new agreement versions for Elorus billing
A revised agreement can change billing details. Notis can review the new Box version against your instructions and report what needs invoicing.
Trigger
New File Version Uploaded
Fires when a new version is uploaded to a file.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
An updated scope or price in a document can be easy to miss when billing work is handled separately.
- Bring updated agreement files into the billing process.
- Check changed terms against explicit billing rules.
- Get a report when the new version lacks billing information.
Setup
Build it in a few focused steps.
- 1Connect Box and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, tell Notis how to review the new agreement version and when to create an Elorus invoice based on your billing rules.
- 4Pick the Box New File Version Uploaded trigger and choose where run reports should go.
- 5Test with one real file version and review the invoice or report.
Questions about this workflow
Can Notis compare the new version with the previous one?
The trigger indicates that a new version was uploaded. If comparison is needed, specify that in your instruction and ensure Notis can access the relevant versions.
Will every new version create an invoice?
Your instruction should define when a version warrants an invoice. Notis can report changes for review when the billing decision is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Elorus. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Fires when a collaboration’s details change.
CREATE_PRODUCT
Create a product or service in the catalog.
Comment Changed
Fires when a comment’s content or details change.
Email Invoice
Email an existing invoice to selected contacts.
New File Comment Added
Fires when a new comment is added to a file.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
File Metadata Changed
Fires when a file’s metadata or properties change.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
File Shared Link Changed
Fires when a file’s shared link settings change.
Get Contacts
Retrieve your contacts.
New File Version Uploaded
Fires when a new version is uploaded to a file.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Box and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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