Turn won HubSpot deals into Elorus invoice drafts
Move from closed deal to invoice draft without rebuilding the deal context by hand.
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
After closing a deal, invoice details can get lost between the CRM and billing workflow.
- Start billing work as soon as a deal is won.
- Reuse available deal and contact details.
- Surface missing invoice information before it is issued.
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 from a HubSpot deal when it reaches your won stage, and flag missing details.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real won deal and review the resulting invoice draft.
Questions about this workflow
Does this workflow send the invoice to the customer?
No. It creates an invoice; use a separate email step or send it after reviewing the draft.
What if the deal lacks billing details?
Tell Notis which details are required. It can report what is missing instead of guessing.
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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