Review Elorus invoices on a schedule
Set a recurring invoice check so you can see the billing picture without opening Elorus and paging through invoices yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Invoice follow-up gets harder when checking the billing queue depends on remembering to open another app.
- Bring invoice information into a recurring report.
- Reduce the effort of checking invoice status manually.
- Use the filters and summary criteria you specify in the prompt.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis which invoices to retrieve and how to summarize them for your review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the returned invoice summary.
Questions about this workflow
Can the report include only invoices I care about?
Describe the filters you want in the prompt. Elorus Get Invoices supports filtering and pagination.
Does this send reminders or change invoices?
No. This workflow retrieves invoices and summarizes the results.
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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