Prepare invoice drafts for newly added HubSpot contacts
Capture billing requests when a new contact is added, with missing details called out before drafting.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Billing requests can be buried in the work of onboarding a new contact.
- Turn supplied billing instructions into a draft promptly.
- Call out missing invoice details rather than filling gaps with guesses.
- Keep the onboarding event tied to a clear billing outcome.
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 create an Elorus invoice draft for a new HubSpot contact only when the required invoice details are supplied, and report any gaps.
- 4Choose HubSpot Contact Created as the trigger and select where run reports should go.
- 5Test with one real contact that has complete billing instructions.
Questions about this workflow
Does creating a contact provide enough invoice information?
Often it does not. Supply the needed billing instructions or ask Notis to report missing details.
Will it issue or email the invoice?
No. The action creates an invoice. Review it and send it separately if appropriate.
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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