Create Elorus invoices from completed Google Docs
Finish the invoice brief in Google Docs and let Notis prepare the Elorus invoice from its contents.
Trigger
Document Placeholder Filled
Triggers when a document no longer contains a configured placeholder.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Rekeying client and line item details from a document creates extra work and leaves room for mistakes.
- Skip retyping invoice details from a completed brief.
- Keep invoice creation tied to the document that contains the request.
- Get a run report when Notis processes the document.
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 give it a name and prompt.
- 3Tell Notis to create an Elorus invoice from the completed document, using its client and line item details.
- 4Pick Document Placeholder Filled as the trigger and choose where run reports go.
- 5Test with one real, completed invoice brief.
Questions about this workflow
What should the document contain?
Include the client, invoice line items, quantities, prices, and any other details needed to create the invoice.
Does this send the invoice to the client?
No. This workflow creates an invoice. Emailing an existing invoice is a separate Elorus action.
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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