Update an expense when its Coda purchase details change
When corrected purchase details land in Coda, bring the complete updated expense into Elorus for review.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page in a document is updated.
Action
Update Expense
Replaces an expense’s editable details and full set of line items.
Why this helps
Corrected purchase details can remain in project notes while the expense record continues to reflect outdated information.
- Carry documented corrections into expense review.
- Keep the complete line-item set aligned with the latest source details.
- Make changes visible for review after an update.
Setup
Build it in a few focused steps.
- 1Connect Coda and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to update the identified Elorus expense using the complete editable details and line-item set in the changed Coda purchase page, and flag missing or ambiguous details.
- 4Pick the Specific Coda Page Updated trigger and choose where run reports should go.
- 5Test with one real corrected purchase page and verify the expense details in Elorus.
Questions about this workflow
What does the update replace?
The Elorus action replaces editable expense details and the complete line-item set. Ensure the Coda page contains the full intended set before using it as the source.
How does Notis know which expense to update?
Include a stable Elorus expense identifier in the page or provide a clear way to locate it in your instruction. If the target is ambiguous, have Notis flag it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Elorus. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a document is deleted.
CREATE_PRODUCT
Create a product or service in the catalog.
New Coda Document Trigger
Triggers when a new document is created.
Email Invoice
Email an existing invoice to selected contacts.
New Coda Page Trigger
Triggers when a new page is added to a document.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Specific Coda Page Updated Trigger
Triggers when a specific page in a document is updated.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Coda and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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