Prepare invoice drafts from ClickUp time
Turn a completed time entry into a draft that is ready for your review, with missing billing details called out.
Trigger
Task Time Tracked Updated
Triggers when a time-tracking interval on a task is created, edited, or deleted.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Billable time can be easy to lose when it is tracked in project tasks and invoiced elsewhere.
- Reduce manual copying of tracked work into invoices.
- Keep invoice creation tied to time entry updates.
- Flag missing client or rate details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and describe the invoice draft outcome, including your client and rate rules.
- 3Pick the ClickUp Task Time Tracked Updated trigger.
- 4Choose where run reports should go, then test with one real time entry.
Questions about this workflow
Will it send the invoice to my client?
No. This workflow creates an invoice draft. Sending requires a separate action and contact details.
What if the task does not identify a client or rate?
Tell Notis how to resolve those details in the instruction. If they are unavailable, ask it to report what is missing instead of guessing.
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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