Keep open work and invoices in view
A scheduled billing review helps you spot work that may need an invoice check before it slips from view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Billing follow-up often gets lost between project work and finance admin.
- Bring project and invoice checks into a regular review.
- Surface possible unmatched work for attention.
- Reduce the need to remember separate finance searches.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and describe the open work window and invoice matching rules.
- 3Pick a recurring schedule trigger.
- 4Choose where reports should go and test against a real task and invoice.
Questions about this workflow
Can this identify unbilled work with certainty?
Only when the task and invoice data support a reliable match. Define the matching rules and have Notis list uncertain cases for review.
Will it create invoices automatically?
No. This workflow retrieves invoice information and reports potential follow-up.
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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