Send an existing Elorus invoice after a client email
Keep invoice delivery connected to the client conversation that prompted it.
Trigger
Email Sent
Triggers when you send an email message.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
An invoice is ready in Elorus, but sending it to the client becomes another task to remember.
- Reduce missed invoice delivery steps.
- Use the sent message for recipient context.
- Report when the invoice or contact is unclear.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Elorus once in Notis.
- 2Create an automation that emails only an identified existing invoice.
- 3Pick Email Sent as the trigger.
- 4Choose where run reports should go.
- 5Test with one real sent client email.
Questions about this workflow
Does this create an invoice first?
No. This workflow emails an existing invoice. Use a separate invoice creation workflow when a new invoice needs to be created.
What if the email does not identify the invoice?
Tell Notis to report the missing invoice reference and not send an invoice until it can identify the correct one.
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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