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Notis

Find Elorus expenses from sent Gmail follow-ups

Keep the expense record close to the follow-up you have already sent.

Trigger

Email Sent

Triggers when you send an email message.

Action

List Expenses

Searches expenses and returns one paginated page of summaries.

Why this helps

Expense follow-ups can turn into another search task when the records are in a separate system.

  • Reduce repeat searches for expense records.
  • Use the sent email for relevant search context.
  • Keep unmatched references visible for review.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Elorus once in Notis.
  • 2Create an automation that lists expenses relevant to sent follow-ups.
  • 3Pick Email Sent as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real expense follow-up.

Questions about this workflow

Will it update an expense?

No. This workflow lists expenses for review and does not change expense records.

What if the email refers to several expenses?

Tell Notis to return relevant matches and report when it cannot distinguish which expense is intended.

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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