Review relevant Elorus invoices after campaign activity
Campaign events do not prove a purchase. Give Notis a reliable way to identify the relevant client or invoice, then ask it to bring back matching billing records.
Trigger
Campaign Trigger
Fires when a campaign is sent or has an event.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Following up on campaign activity often means searching billing records without a clear trail from the campaign.
- Bring billing context into campaign follow-up
- Review matching invoices without a manual search
- Use explicit matching rules to avoid unsupported assumptions
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which campaign events and client identifiers matter, then ask it to retrieve matching Elorus invoices for review.
- 4Pick the Mailchimp Campaign Trigger and choose where run reports should go.
- 5Test with one real campaign event and check the invoice results.
Questions about this workflow
Can a campaign event identify a related invoice by itself?
Not necessarily. Provide a reliable client identifier or other matching context in your instruction.
Does this workflow change invoice status?
No. It retrieves invoices for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Elorus. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Fires when a campaign is sent or has an event.
CREATE_PRODUCT
Create a product or service in the catalog.
Profile Update Trigger
Fires when a subscriber’s profile is updated.
Email Invoice
Email an existing invoice to selected contacts.
Subscribe Trigger
Fires when someone subscribes.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Unsubscribe Trigger
Fires when someone unsubscribes.
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.
Mailchimp and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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