Prepare an Elorus invoice from a signed-work request
Turn a new Box Sign request into a billing follow-up, with Notis checking the agreement against the invoice details you provide.
Trigger
New Sign Request Created
Fires when a new sign request is created.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
After sending an agreement for signature, billing can slip through the gap between paperwork and invoicing.
- Start billing follow-up when a sign request is created.
- Use agreement information alongside explicit billing rules.
- Receive a report when key invoice details are missing.
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 which agreement details and billing rules to use, and to create an Elorus invoice only when required information is available.
- 4Pick the Box New Sign Request Created trigger and choose where run reports should go.
- 5Test with one real sign request and review the invoice details.
Questions about this workflow
Does the trigger mean the agreement was signed?
No. This event fires when a new Box Sign request is created. Use the agreement and any provided status details to decide what should happen.
Will Notis invent missing invoice details?
No. Include billing rules in the instruction and have Notis report missing details for your review.
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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