Create Elorus invoices from approved Drive work logs
Move approved work into billing without retyping the details. Notis can read a new work log and create its invoice in Elorus when the required information is present.
Trigger
File Created
Triggers when a new file is created in Drive.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Approved work can sit in Drive while someone still has to find the billing details and enter them into an invoice.
- Reduce manual invoice entry from approved work records.
- Keep incomplete or unapproved records from becoming invoices.
- Review each run in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Elorus once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create an Elorus invoice only from a new approved work log with complete client and billing details.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real approved work log.
Questions about this workflow
Will every new file create an invoice?
Describe the approval and completeness requirements in your instruction. Notis should only create invoices when the file meets those conditions.
What if the work log is missing billing details?
Include an instruction to report missing details instead of creating an invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Elorus. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a comment is added to a document, spreadsheet, or presentation.
CREATE_PRODUCT
Create a product or service in the catalog.
File Created
Triggers when a new file is created in Drive.
Email Invoice
Email an existing invoice to selected contacts.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
File Shared (Permissions Added)
Triggers when new sharing access is granted to a file or folder.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
File Updated
Triggers when a file’s content or metadata changes.
Get Contacts
Retrieve your contacts.
Google Drive Changes
Triggers when changes are detected in Drive.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Drive and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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