Bring expense context into new billing tasks
A new billing task can bring the related expense records into view as you plan the work.
Trigger
New Task Created
A new task is created in a task list.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Tasks and expense records are split across tools, so billing follow-up can start without the cost context.
- Pair task creation with a relevant expense lookup.
- Reduce context switching during billing follow-up.
- Keep expense records available for review without modifying 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, define which tasks are billing related and how task details should guide the expense search.
- 4Pick the New Task Created trigger and choose where run reports should go.
- 5Test with one real billing task and check the expense summaries returned.
Questions about this workflow
Will every new task trigger an expense search?
The trigger fires for new tasks in the selected list. Explain how to identify billing tasks in your instruction.
Can it complete or edit the task?
No. This workflow uses the new task as context to retrieve expense summaries in Elorus.
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
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