Create invoice drafts at the HubSpot billing stage
Start invoice preparation at the point your sales process says billing can begin.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Teams often wait until after a deal closes to gather details that were already available earlier.
- Start invoice preparation at a stage you choose.
- Use billing terms provided in the deal context or instruction.
- Get a report when details are incomplete.
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 draft an Elorus invoice when a HubSpot deal enters your billing stage, using supplied terms and flagging missing details.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal at the billing stage and review the draft.
Questions about this workflow
Can I specify which stage should start this?
Yes. State the stage in the automation instruction and choose the deal stage update trigger.
Will Notis invent prices or payment terms?
No. Provide those details or have the run report identify what is missing.
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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