Create categorized Elorus expenses from tasks
Turn a task that captures expense details into a categorized Elorus expense.
Trigger
New Task Created
A new task is created in a task list.
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Expense details recorded in a task can be easy to overlook when it is time to enter them in Elorus.
- Moves captured expense information into Elorus.
- Preserves line item categories supplied in the task.
- Surfaces missing details for follow-up rather than inventing them.
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create an Elorus expense from tasks with complete expense and categorized line-item details, and report any gaps.
- 4Pick Google Tasks New Task Created as the trigger and choose where run reports go.
- 5Test with one real task containing a categorized expense.
Questions about this workflow
Can Notis decide expense categories from the task?
It can interpret the task, but categories should be supplied or clearly stated in the task instructions. Missing categories should be reported for review.
What happens when required information is missing?
The automation can report what is missing so you can complete the task before creating the expense.
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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