Start invoicing when a document is approved
Add your agreed approval phrase to an invoice brief and Notis can turn the approved request into an Elorus invoice.
Trigger
Keyword Detected in Document
Triggers the first time a specified word or phrase appears in a document.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Invoice requests can sit in documents after approval while someone remembers to enter them into billing.
- Tie invoice creation to a clear approval signal in the document.
- Reduce the handoff between approval and billing.
- Use the document's request details when creating the invoice.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and write a name and prompt.
- 3Tell Notis to create an Elorus invoice from the approved document details when the approval phrase appears.
- 4Pick Keyword Detected in Document as the trigger and choose where run reports go.
- 5Test with one real invoice brief and its approval phrase.
Questions about this workflow
Can the phrase be any wording?
Choose a specific phrase that your team uses to signal invoice approval, then tell Notis what it means in the prompt.
Will it run every time the phrase appears?
The trigger fires when the phrase is first detected and will not fire again until reset.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Elorus. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new document is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Document Deleted
Triggers when a document is moved to the trash.
Email Invoice
Email an existing invoice to selected contacts.
Document Placeholder Filled
Triggers when a document no longer contains a configured placeholder.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Document Search Update
Triggers when a matching document is created or updated.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Document Structure Changed
Triggers when a document’s structure changes, such as its tables or headers.
Get Contacts
Retrieve your contacts.
Document Updated
Triggers when an existing document is updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Docs and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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