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Notis

Review Elorus invoices on a schedule

Set a recurring invoice check and have Notis summarize the results you asked for, so a review does not depend on remembering to open Elorus.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Invoices

Retrieve invoices for review, reporting, or other operations.

Why this helps

Invoice reviews are easy to postpone when they require opening another app and rebuilding the same search.

  • Put recurring invoice checks on a schedule.
  • Receive results in your chosen report channel.
  • Focus the review on filters and questions you specify.

Setup

Build it in a few focused steps.

  • 1Connect Elorus once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, describe which invoices to retrieve and what you want Notis to summarize from the returned results.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and confirm the returned invoice results answer your review questions.

Questions about this workflow

Can this retrieve every invoice?

The Get Invoices action supports filtering and pagination. Specify the criteria you want Notis to use, and account for pagination if you need more than one page.

Can it determine whether an invoice is overdue?

Ask for that only if the returned invoice data includes the dates and status needed to assess it. Otherwise, supply the rule or data Notis needs.

Does this update or send invoices?

No. This workflow retrieves invoice data and reports on it. It does not update or email invoices.

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.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Comment Created

TriggerInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Comment Deleted

TriggerInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Comment Updated

TriggerInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Issue Created

TriggerInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Issue Deleted

TriggerInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Issue Updated

TriggerInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

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

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