Keep invoice review on a schedule
Give invoice follow-up a predictable place in your week, with relevant records gathered for you.
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
Without a regular review, invoices that need attention can linger unnoticed.
- Set a recurring time to review invoices.
- Gather records using criteria you define.
- Receive the results in a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect 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 invoices to retrieve and what the report should highlight.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the invoices returned.
Questions about this workflow
Can the schedule tell whether an invoice is overdue?
Tell Notis which dates or status information to inspect. The action retrieves invoices; the workflow should rely on the returned data and your criteria.
Does the schedule send reminders to clients?
No. This workflow creates a report for you; it does not email invoices or contact clients.
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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