Invoice approved milestones from OneDrive
Let a milestone approval move straight into billing while the project details are fresh.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Approved milestones can sit unnoticed in project folders while teams wait for someone to remember the next billing step.
- Reduce delays between milestone approval and billing.
- Use the approval document as the billing reference.
- Avoid creating invoices when the terms are incomplete.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Elorus once in the Notis portal.
- 2Create an automation from Automations, New Automation, and provide a name and prompt.
- 3In one instruction, ask Notis to identify newly added milestone approvals, create an Elorus invoice only when client and billable amount are explicit, and report exceptions.
- 4Select the OneDrive File Created trigger and choose where run reports go.
- 5Test using one real milestone approval and inspect the invoice.
Questions about this workflow
Does Notis know which milestone documents count as approved?
Describe the approval wording or document cues in your prompt so Notis can recognize the intended documents.
Can it invoice a percentage of a project fee?
Include the percentage and the relevant project fee in the document or prompt. If the needed fee is unavailable, instruct Notis to report the missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Elorus. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Provides the base trigger for detecting changes in OneDrive.
CREATE_PRODUCT
Create a product or service in the catalog.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive.
Email Invoice
Email an existing invoice to selected contacts.
File Updated
Triggers when a file's content or metadata changes.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive.
Get Contacts
Retrieve your contacts.
Item Moved or Renamed
Triggers when a file or folder is moved or renamed.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
One drive and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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