Keep credit note context visible as deals change stage
Check for billing adjustments before you move a deal through its next step.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get Credit Notes
Retrieve credit notes.
Why this helps
Credit notes can be overlooked when deal decisions are made without current billing context.
- Prompt a credit note review at a deal milestone.
- Bring relevant adjustment records into the run report.
- Flag uncertain matches for human review.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Ask Notis to retrieve Elorus credit notes that may relate to a stage-updated HubSpot deal and summarize likely matches.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal that has known billing adjustment context.
Questions about this workflow
Does this create or apply a credit note?
No. It retrieves credit notes for review.
What if a credit note match is unclear?
Have Notis label the result as uncertain and include the details needed for a human check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Elorus. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Fires when a contact is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Hubspot and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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