Create an Elorus invoice after Box Sign completion
Keep completed paperwork connected to billing. Notis can check a Box Sign status change and prepare the invoice from your agreement and instructions.
Trigger
Box Sign Request Status Changed
Fires when a sign request’s status or key details change.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Completed agreements can sit unnoticed while someone has to remember to start invoicing separately.
- Use a status change to prompt a billing action.
- Reduce the chance of overlooking completed agreements.
- Surface missing invoice details before they are guessed.
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 to proceed only when the Box Sign request is complete and to create an invoice using the agreement and your billing rules.
- 4Pick the Box Sign Request Status Changed trigger and choose where run reports should go.
- 5Test with one real status change and review the result.
Questions about this workflow
Can it act on every status change?
The trigger reports meaningful status changes. Instruct Notis to create an invoice only for the completion state relevant to your process.
What if the agreement does not include pricing?
Provide pricing rules in the instruction or have Notis report the missing information for 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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