Start an invoice lookup from a request
Send the project or client context from an existing workflow and get matching invoice records back for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
A billing question can take several context switches to answer when project and invoice details live in separate tools.
- Start a focused invoice lookup from an existing process.
- Use supplied client or project context to guide the search.
- Return results for review without changing invoice records.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and describe the request context and invoice search criteria it should use.
- 3Pick the Notis webhook trigger and have your existing process send the request.
- 4Choose a report destination and test with one real billing review request.
Questions about this workflow
Does this create a webhook for me?
The automation uses a Notis webhook trigger. Configure your existing process to send the request to the webhook provided in Notis.
What information should the request include?
Include a client or project identifier and any date or status context needed for a useful invoice search.
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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