Email the right Elorus invoice after a deal is won
Connect a won deal to its existing invoice and reduce the chance that billing follow-up slips.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Email Invoice
Email an existing invoice to selected contacts.
Why this helps
A deal can be marked won while its invoice is left waiting in another system.
- Prompt invoice follow-up at the won stage.
- Use an existing invoice rather than creating a duplicate.
- Report when the invoice or recipient details cannot be identified.
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 find the existing Elorus invoice for a won HubSpot deal and email it to the specified contacts when both are clear.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real won deal that has an existing invoice and confirmed recipients.
Questions about this workflow
Does this workflow create an invoice first?
No. It emails an existing invoice. Use a separate invoice creation workflow if you need a draft created.
What happens if there is more than one possible invoice?
Tell Notis to report the ambiguity for review rather than choosing without enough information.
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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