Capture reimbursable project costs from tracked work
When tracked work represents an approved reimbursable cost, prepare the expense record with the information you provide.
Trigger
Task Time Tracked Updated
Triggers when a time-tracking interval on a task is created, edited, or deleted.
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Reimbursable project costs can be mixed into work notes and missed during expense entry.
- Bring approved reimbursable costs into the expense workflow.
- Use explicit cost and category rules before creating a record.
- Flag time entries that lack expense details.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and specify which tracked intervals represent reimbursable expenses and the required cost details.
- 3Pick the ClickUp Task Time Tracked Updated trigger.
- 4Choose a report destination and test with a known reimbursable project cost.
Questions about this workflow
Is tracked time itself an expense?
Usually it is not. Use this only when task data or your rules identify a separate reimbursable cost with amount and category details.
How does it handle a deleted time interval?
Include lifecycle handling in the instruction and tell Notis not to create an expense for a deleted interval.
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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