Connect billing files with Elorus expense review
When a billing file appears, bring potentially related expenses into view for review.
Trigger
New File Matching Query
Triggers when a new Drive file matches a specified search.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense records can be overlooked when supporting billing files arrive in Drive.
- Start an expense review from a relevant new file.
- Keep supporting file context close to expense records.
- Retrieve expenses for review without editing them.
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, describe which matching files matter and how to use their details when searching expenses.
- 4Pick the New File Matching Query trigger and choose where run reports should go.
- 5Test with one real matching file and review the returned expense summaries.
Questions about this workflow
Does this create an expense from the Drive file?
No. This workflow searches and returns expense summaries for review.
Can it read the file contents?
The trigger is described as detecting matching files. Specify what information should be used from the returned event data, and provide any missing details if needed.
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.
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.
Aggregate Metric Changed
Triggers when an aggregate calculation in a spreadsheet changes.
CREATE_PRODUCT
Create a product or service in the catalog.
Attendee Response Changed
Triggers when an attendee accepts, declines, or tentatively responds to an invitation.
Email Invoice
Email an existing invoice to selected contacts.
Cell Range Values Changed
Triggers when values change in a specified spreadsheet range.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Comment Added (Docs/Sheets/Slides)
Triggers when someone adds a comment to a document, sheet, or presentation.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Conditional Format Rule Changed
Triggers when spreadsheet conditional formatting rules are added, changed, or removed.
Get Contacts
Retrieve your contacts.
Data Validation Rule Changed
Triggers when spreadsheet data validation rules change.
Get Credit Notes
Retrieve credit notes.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.