See an Elorus invoice overview on schedule
Bring invoice review into a regular routine with a focused report from Elorus.
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
A busy week can make it difficult to remember to check invoice records and follow up.
- Prompts a regular review of invoice records.
- Uses filters and pagination supported by the invoice lookup.
- Provides results in the run report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which invoice filters and page to retrieve and what review summary would help you act.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and check that the returned invoices match the intended review.
Questions about this workflow
Can this determine which invoices are overdue?
Only when the retrieved invoice data and chosen filters support that conclusion. The workflow should not assume fields that are unavailable.
Does the workflow send reminders to clients?
No. It retrieves invoice records and reports them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Elorus. A trigger fires from one place; an action lands in another.
Google Tasks 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.
New Task Created
A new task is created in a task list.
CREATE_PRODUCT
Create a product or service in the catalog.
New Task List Created
A new task list is created.
Email Invoice
Email an existing invoice to selected contacts.
Task Details Changed
The details of a specific task change.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Task List Changed
A task list's title or contents change.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Task Updated
An existing task is updated in a task list.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Tasks and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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