Create Elorus expenses from document briefs
Keep categorized expense details in a Google Doc and have Notis create the Elorus expense when the brief changes.
Trigger
Document Search Update
Triggers when a matching document is created or updated.
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Expenses described in notes or briefs often need to be entered again before they can be tracked in accounting.
- Turn documented expense details into an Elorus expense.
- Keep category and line item context with the request.
- Reduce manual entry when an expense brief is updated.
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 expense using the categorized line items in the matching document.
- 4Pick Document Search Update as the trigger and choose where run reports go.
- 5Test with one real expense brief that matches your search.
Questions about this workflow
What needs to be in the expense brief?
Include categorized line items and the expense details Elorus needs. Notis can only use information available in the document.
What does Document Search Update monitor?
It detects documents matching a user-defined search query when they are newly created or updated since the last poll.
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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