Invoice approved work from ClickUp
Capture the moment work is approved for billing and turn the task context into an invoice draft for review.
Trigger
Task Comment Posted
Triggers when a comment is added to a task.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Billing approvals buried in task discussions can delay invoicing or get missed.
- Use the approval comment as a clear billing signal.
- Carry task context into the invoice preparation step.
- Keep invoice issuance under your review.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and instruct Notis to prepare drafts only when a comment clearly approves billing.
- 3Pick the ClickUp Task Comment Posted trigger.
- 4Choose a report channel and test with a real approval comment that includes usable billing context.
Questions about this workflow
Does every task comment create an invoice?
Set the instruction to proceed only when the comment clearly indicates billing approval. Other comments should not create a draft.
What invoice details should I provide?
Specify how to identify the client, services, amounts, taxes, and currency. Ask Notis to report missing or ambiguous details for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Elorus. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a Folder is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Folder Deleted
Triggers when a Folder is deleted.
Email Invoice
Email an existing invoice to selected contacts.
Folder Updated
Triggers when a Folder is updated.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
List Created
Triggers when a List is created.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
List Deleted
Triggers when a List is deleted.
Get Contacts
Retrieve your contacts.
List Updated
Triggers when a List is updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Clickup and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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