Create Elorus invoices from approved Jira work
Keep approved work moving toward billing. Notis can use a new Jira issue to create an Elorus invoice when the issue supplies the details Elorus requires.
Trigger
New Issue
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Approved work can sit in Jira while someone has to re-enter the billing details in Elorus.
- Reduce duplicate entry between Jira and Elorus.
- Keep invoice creation tied to a new work item.
- Use the issue's supplied billing details and flag missing information for review.
Setup
Build it in a few focused steps.
- 1Connect Jira and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to create an Elorus invoice only when the new issue contains approved billing details, and to ask for anything required that is missing.
- 4Pick Jira's New Issue trigger and choose where run reports should go.
- 5Test with one real issue that contains complete billing details.
Questions about this workflow
Will every new Jira issue create an invoice?
Your instruction can limit invoice creation to issues that indicate billing approval and contain the required invoice details. The trigger itself fires for new issues in the configured Jira project.
What if the issue does not include enough billing information?
Tell Notis to request or report the missing information instead of creating an incomplete invoice. Elorus invoice creation requires all invoice details.
Does this send the invoice to the client?
No. This workflow uses the Create Invoice action. Emailing an invoice is a separate Elorus action and is not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Elorus. A trigger fires from one place; an action lands in another.
Jira 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.
Comment Created
CREATE_PRODUCT
Create a product or service in the catalog.
Comment Deleted
Email Invoice
Email an existing invoice to selected contacts.
Comment Updated
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Issue Created
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Issue Deleted
Get Contacts
Retrieve your contacts.
Issue Updated
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Jira and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.