Find billing follow-ups across Box and Elorus
Set a recurring review for your Box billing folder and Elorus invoices, then get a concise list of documents that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
It takes time to reconcile paperwork and invoices, and a busy week can leave billing follow-ups unchecked.
- Create a regular billing review without remembering to start it.
- See possible invoice follow-ups in one report.
- Use a review list to focus attention on outstanding paperwork.
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, identify the Box billing folder and ask Notis to compare its documents with available Elorus invoice records, reporting possible follow-ups without assuming a match when details are unclear.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and check the report against your records.
Questions about this workflow
Can it tell whether a document has already been invoiced?
Notis can compare available document and invoice details. State which details identify a match; ambiguous cases should be reported for review.
Does this create invoices automatically?
This workflow retrieves invoice records and reports possible follow-ups. Creating invoices requires a separate instruction and the needed billing details.
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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