Review invoice status as HubSpot deals change stage
Get a quick billing check when a deal moves forward, without searching Elorus manually.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Deal progress and invoice progress can drift apart when they live in separate tools.
- Check for related invoices at a meaningful deal change.
- See relevant invoice summaries in a run report.
- Catch deals that may need a billing follow-up.
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 search Elorus invoices for records related to a deal whenever its HubSpot stage changes and summarize likely matches.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real stage-updated deal and verify the invoice match.
Questions about this workflow
Will this workflow change invoice status?
No. It retrieves invoices and summarizes the results.
What if the deal cannot be linked to an invoice?
The run report can note that no clear matching invoice was found for you to review.
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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