Bring invoice context into your client meeting prep
See relevant invoice records before a client conversation, without searching through your billing tool by hand.
Trigger
Calendar Event Sync
Retrieve full calendar event details through polling.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Billing context is easy to miss when meeting prep and invoice tracking live in separate places.
- Review relevant invoice records before a conversation.
- Use event details to narrow the lookup where possible.
- Keep payment discussions grounded in retrieved records.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Elorus once in Notis.
- 2Create an automation for client meeting invoice prep.
- 3Tell Notis to use full event details to find relevant Elorus invoices and summarize their available status, flagging uncertain matches.
- 4Pick the Calendar Event Sync trigger and choose where run reports should go.
- 5Test with one real client event and verify the invoice matches and reported details.
Questions about this workflow
Does this check the client's current balance?
The selected action retrieves invoices, not a contact balance. Do not treat the result as a complete balance calculation.
What if multiple invoices could match?
The instruction should ask Notis to show the possible matches and their available details, rather than choose one without enough evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Elorus. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Trigger when an attendee accepts, declines, or tentatively responds to an invitation.
CREATE_PRODUCT
Create a product or service in the catalog.
Event Canceled or Deleted
Trigger when a calendar event is canceled or deleted.
Email Invoice
Email an existing invoice to selected contacts.
Event Starting Soon
Trigger when a calendar event is within the configured time before it starts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Calendar Event Changes
Trigger in real time when a calendar event changes.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Event Created
Trigger when a new calendar event is created.
Get Contacts
Retrieve your contacts.
Calendar Event Sync
Retrieve full calendar event details through polling.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Calendar and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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