Check the available tax records when billing starts
Look up the tax options in Elorus at the point you need them for billing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Choosing a tax option can slow invoice preparation when the current list is not easy to find.
- Bring current tax records into a billing task.
- Avoid searching the application to check available options.
- Review the tax data returned before preparing a document.
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 available Elorus tax records, applying any filters in the request, and summarize the returned options.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real billing request and review the tax records returned.
Questions about this workflow
Does the lookup choose the right tax for an invoice?
No. It retrieves available tax records. Determine the appropriate tax based on your requirements and the information available.
Can I request a filtered list?
Yes. State the relevant filters in your instruction if they are supported by the list action.
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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