Get the full details for an expense when you need them
Look up a specific expense record without losing your place in the work already underway.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Expense
Retrieves the current details of an expense.
Why this helps
A question about one expense can send you into a lengthy search through bookkeeping records and break your focus.
- Retrieve one identified expense when a question comes up.
- Keep ad hoc expense checks quick and focused.
- Review current expense details before making a decision.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction to retrieve the current details for the Elorus expense identified in the request and return the fields needed for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test by sending one real expense identifier through the webhook.
Questions about this workflow
What should the webhook request include?
Include the Elorus expense ID so Notis can retrieve the intended record.
Can this edit the expense?
No. It retrieves the current expense details 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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