Turn revised work estimates into billing drafts
When planned effort changes, prepare a draft that reflects your stated billing rules and highlights assumptions for review.
Trigger
Task Time Estimate Updated
Triggers when a task’s time estimate is set, changed, or cleared.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Changed effort estimates can affect billing, but the update may not reach the invoicing routine.
- Bring estimate changes into billing preparation.
- Use defined rate rules instead of manual recalculation.
- Keep assumptions and missing billing details visible.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and state whether estimates represent billable quantities and which rates apply.
- 3Pick the ClickUp Task Time Estimate Updated trigger.
- 4Choose a report channel and test with an estimate change and known billing rules.
Questions about this workflow
Is a ClickUp time estimate the same as tracked billable time?
No. Define whether your estimates may be invoiced and under what conditions. Use tracked time instead if billing depends on actual hours.
Will it issue the invoice?
The workflow prepares a draft for your review. It does not send the invoice.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.