Review deal related costs as HubSpot stages change
Bring expense context into the deal conversation without a separate search.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Opportunity reviews can miss costs that are recorded only in the accounting system.
- Prompt cost review at a deal milestone.
- See relevant expense summaries in a run report.
- Identify possible cost context before discussing the opportunity.
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 search Elorus expenses for records that may relate to a HubSpot deal when its stage changes 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 expense context.
Questions about this workflow
Will this assign expenses to a deal?
No. It searches expenses and reports possible relationships for review.
Can the workflow show expenses with no clear match?
Yes. Ask Notis to include uncertain or unmatched records separately in the run report.
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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