Create Elorus invoices from sent project confirmations
Move from a confirmed scope email to an invoice without repeating the details by hand.
Trigger
Email Sent
Triggers when you send an email message.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
After confirming scope and pricing with a client, invoice creation can slip behind other work.
- Keep confirmed project terms close to invoicing.
- Reduce duplicate entry from sent messages.
- Flag missing invoice details before creation.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Elorus once in Notis.
- 2Create an automation that creates invoices only after a clear scope and pricing confirmation.
- 3Pick Email Sent as the trigger.
- 4Choose where run reports should go.
- 5Test with one real sent confirmation.
Questions about this workflow
Should every sent project email create an invoice?
No. Specify that Notis should act only on messages that clearly confirm scope and pricing and contain the required invoice details.
What if the terms are only in an earlier thread message?
Use this workflow only when the information Notis can access includes the complete confirmed terms. Have it report missing context otherwise.
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.
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.
Email Sent
Triggers when you send an email message.
CREATE_PRODUCT
Create a product or service in the catalog.
New Gmail Message Received Trigger
Fires when a new message arrives in Gmail.
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.
Gmail and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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