Spot possible invoice follow-up gaps on a schedule
A recurring crosscheck can surface subscribers who may need billing follow-up, as long as you define what counts as a relevant client and invoice.
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
Potential follow-up gets missed when subscriber and invoice records are reviewed in separate batches.
- Create a regular review habit
- Surface possible gaps in one report
- Use clear matching criteria for actionable results
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 subscriber and invoice records to compare, how to match them, and what gaps to report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the crosscheck report is useful.
Questions about this workflow
Can the schedule access every record automatically?
Notis can only use data available through the connected apps and the query capabilities of the selected action.
What makes a gap meaningful?
Specify the subscriber group, time period, matching identifiers, and follow-up condition you want reviewed.
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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