Turn contract moves into a billing check
A contract moved into its final project folder can prompt a quick check for the first invoice.
Trigger
Item Moved or Renamed
Triggers when a file or folder is moved or renamed.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Documents often get organized after signing, but the billing action they imply can still be missed.
- Use document organization as a cue for a billing review.
- Check for existing invoices before creating another.
- Keep the decision grounded in explicit terms.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Elorus once in the Notis portal.
- 2Create an automation through Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review moved or renamed contract files for invoice readiness, check for an existing matching invoice, and create one only when billing terms are explicit and no matching invoice exists.
- 4Choose the OneDrive Item Moved or Renamed trigger and select where run reports go.
- 5Test with one real contract move or rename and review the outcome.
Questions about this workflow
Does every moved contract create an invoice?
No. The prompt should require clear billing terms and a check for an existing invoice before creating anything.
Can Notis use the old and new file paths?
The listed trigger includes old and new path or name data. You can use those details to describe which moves should prompt a review.
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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