Keep invoice review on your calendar
Bring a filtered page of Elorus invoices into your regular billing review so you can decide which follow-ups need attention.
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
Invoice follow-up can slip when checking outstanding or recent records depends on remembering to search manually.
- Put invoice review on a recurring schedule.
- Use invoice filters and pagination to focus each review.
- See the records that may need a human follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for scheduled invoice review.
- 3In one instruction, specify the invoice filters or page to retrieve and ask Notis to summarize records for review without changing or sending them.
- 4Select a Notis cron trigger and choose a destination for run reports.
- 5Test with one scheduled run and verify the results.
Questions about this workflow
Will it email overdue clients?
No. It retrieves invoices for review; it does not email clients.
What filters can I use?
Describe the filters supported by the Elorus invoice list action. If a needed status or date is not available, provide the missing context another way.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Elorus. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcript is complete.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
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.
Fireflies and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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