Review related Elorus invoices when tasks change
Bring invoice context into the moment a billing or client task gets updated.
Trigger
Task Updated
An existing task is updated in a task list.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Following a task change, finding the related invoice can mean another search and another context switch.
- Pairs a task change with an invoice lookup.
- Provides invoice results in a Notis run report.
- Can flag when task details do not identify a useful invoice search.
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 use the updated task details to retrieve relevant Elorus invoices and summarize the results for review.
- 4Pick Google Tasks Task Updated as the trigger and choose where run reports go.
- 5Test with one real task that identifies a client or invoice search context.
Questions about this workflow
Does this change or send an invoice?
No. It retrieves invoices for review and reports the results. It does not update or email them.
What if the task does not identify the invoice context?
Notis can report that the task lacks enough information to search usefully.
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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