Check invoice records after sending a proposal
Follow a sent proposal email with a focused look at relevant Elorus invoices.
Trigger
Email Sent
Triggers when you send a message from your account.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
After sending a proposal or update, invoice context can get buried across separate tools.
- Create a timely invoice review from a sent message.
- Bring relevant invoice records into the follow-up context.
- Avoid confusing invoice lookup with sending or issuing an invoice.
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, say which sent messages count as proposals and how their details should guide an invoice search.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real sent proposal email and review the returned invoice records.
Questions about this workflow
Does sending the email create or send an invoice?
No. This automation only retrieves invoice records for review.
Can Notis find the right invoice from the email?
Provide a clear search approach in your instruction. If the email does not identify the client or invoice, you may need to supply that context.
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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