Turn a completed work log into an invoice
When a work log reaches the threshold you set, Notis can use its billable details to create an Elorus invoice.
Trigger
Document Word Count Threshold
Triggers when a document’s word or character count reaches a set threshold.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Billable work can go unbilled when tracking hours and preparing invoices happen in separate steps.
- Use a document length threshold as a signal that a work log is ready.
- Keep billable work details in the log used to create the invoice.
- Reduce the chance that completed work is forgotten at billing time.
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 add a name and prompt.
- 3Tell Notis to create an Elorus invoice from the work log, using its client, hours, and rate details.
- 4Pick Document Word Count Threshold as the trigger and choose where run reports go.
- 5Test with one real work log that has the invoice details and reaches the threshold.
Questions about this workflow
Does the trigger read a timesheet table?
The trigger detects when a document's word or character count reaches the threshold. The prompt can ask Notis to use details available in the document.
Where do the rates come from?
Include rates in the document or otherwise make them available to Notis. The trigger does not supply billing rates.
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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