Keep an Elorus tax reference handy for campaign operations
Give your team a simple recurring reference to the tax records available in Elorus when planning campaign related billing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Tax options are easy to forget when campaign costs or billing are prepared infrequently.
- Make tax information easier to find
- Reduce context switching during billing prep
- Share a consistent reference report
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 to retrieve Elorus tax records and summarize the fields your campaign operations team needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report is clear and current.
Questions about this workflow
Does this calculate campaign tax?
No. It retrieves Elorus tax records as a reference. It does not calculate tax for a campaign.
Can the report include fields that Elorus does not return?
No. The report is limited to the information available from the Elorus tax records.
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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