Bring invoice details into a deal stage review
See the current invoice details while reviewing the deal that may be connected to it.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get Invoice
Retrieves the current details of an invoice.
Why this helps
A high level invoice list may not show the terms or status details needed for a deal conversation.
- Retrieve current details for a likely related invoice.
- Keep deal review and invoice information together.
- Flag unclear invoice matches for manual 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 identify a likely Elorus invoice for a stage-updated HubSpot deal, retrieve its current details, and report uncertain matches.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal and a known invoice ID or matching context.
Questions about this workflow
Does this change invoice details?
No. It retrieves current invoice details.
What if the invoice cannot be identified?
The run report should say that there was no clear match instead of selecting an arbitrary invoice.
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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