Check billing when work is completed
When a task is marked complete, get a focused invoice lookup so billing follow-up does not rely on memory.
Trigger
Task Status Updated
Triggers when a task’s status changes.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Completed work can sit unbilled when project completion and finance checks happen in different places.
- Create a consistent billing review point at task completion.
- Surface matching invoices for a quick follow-up decision.
- Reduce manual searching across project and finance tools.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and tell Notis which completed status and matching invoice criteria to use.
- 3Pick the ClickUp Task Status Updated trigger.
- 4Choose where reports should go and test with a completed task tied to a known client or project.
Questions about this workflow
Does this workflow know whether a task is billable?
Only if the task details or your instruction provide that information. Define your billable-work rule and ask Notis to flag uncertain cases.
Will it update invoice status or mark anything paid?
No. It retrieves invoice information and reports relevant results for you to 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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