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Find related invoices from a document billing signal

A billing phrase in a monitored document can prompt a quick invoice lookup.

Trigger

Keyword Detected in Document

Triggers the first time a specified word or phrase appears in a document.

Action

Get Invoices

Retrieve invoices for review, reporting, or other operations.

Why this helps

A document can signal billing work, but finding the related invoice still takes a separate search.

  • Make a specific document phrase actionable.
  • Bring invoice records into the same review flow.
  • Avoid repeating manual searches when the signal first appears.

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Elorus once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel what outcome you want.
  • 3In one instruction, define the keyword's billing meaning and how to identify related invoices from the returned details.
  • 4Pick the Keyword Detected in Document trigger and choose where run reports should go.
  • 5Test with one real keyword detection and confirm the invoice results.

Questions about this workflow

Will it fire every time the keyword appears?

This trigger fires once when the keyword is found, until reset.

Does the keyword identify the invoice on its own?

No. Provide search rules or a reference that connects the document to an Elorus invoice.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Super to Elorus. A trigger fires from one place; an action lands in another.

Google Super triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate calculation in a spreadsheet changes.

TriggerPolling

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Attendee Response Changed

Triggers when an attendee accepts, declines, or tentatively responds to an invitation.

TriggerPolling

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Cell Range Values Changed

Triggers when values change in a specified spreadsheet range.

TriggerPolling

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when someone adds a comment to a document, sheet, or presentation.

TriggerPolling

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Conditional Format Rule Changed

Triggers when spreadsheet conditional formatting rules are added, changed, or removed.

TriggerPolling

Get Contacts

Retrieve your contacts.

ActionInstant

Data Validation Rule Changed

Triggers when spreadsheet data validation rules change.

TriggerPolling

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Google Super and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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