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Notis

Find Elorus invoices from Gmail payment questions

Bring the invoice record into the conversation before you decide what to do next.

Trigger

New Gmail Message Received Trigger

Fires when a new message arrives in Gmail.

Action

Get Invoices

Retrieve invoices for review, reporting, or other operations.

Why this helps

Payment questions often require searching the inbox and invoice list before a useful response is possible.

  • Reduce manual invoice searches.
  • Keep the client's reference connected to the retrieved records.
  • Make uncertain invoice matches visible before follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Elorus once in Notis.
  • 2Create an automation that retrieves invoices relevant to client questions.
  • 3Pick New Gmail Message Received as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real invoice or payment question.

Questions about this workflow

Does this confirm whether an invoice has been paid?

It retrieves invoice records for review. Ask Notis to report only information returned by Elorus and avoid inferring payment status from the email alone.

Will it send a payment reminder?

No. This workflow retrieves invoices; it does not send a reminder or email reply.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Elorus. A trigger fires from one place; an action lands in another.

Gmail triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Email Sent

Triggers when you send an email message.

TriggerPolling

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

New Gmail Message Received Trigger

Fires when a new message arrives in Gmail.

TriggerPolling

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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