Keep Elorus tax options easy to review
Bring available tax records into a recurring reference report for billing work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Looking up tax options repeatedly adds friction to invoice preparation and review.
- Make current tax options easier to find.
- Prepare a recurring reference for invoice work.
- Keep the review grounded in records returned by Elorus.
Setup
Build it in a few focused steps.
- 1Connect 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 available Elorus tax records and summarize them as a billing reference.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report is useful for your billing process.
Questions about this workflow
Will this select a tax rate for an invoice?
No. It retrieves tax records and provides a reference for your team.
Can I use this without HubSpot?
Yes. A Notis scheduled trigger can start the workflow, and Elorus is the action app.
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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