Keep revised billing terms in sync with invoicing
When a billing document changes, have Notis review the new terms and prepare the right invoice follow-up.
Trigger
File Updated
Triggers when a file's content or metadata changes.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
A revised quote or scope can leave billing based on outdated terms if the change gets buried in a folder.
- Bring changed billing terms back to attention.
- Check for an existing invoice before creating another.
- Flag unclear or conflicting revisions for review.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3Tell Notis to review updated billing documents, compare the revised terms with available context, check for a matching Elorus invoice, and report whether a new invoice is appropriate.
- 4Pick the OneDrive File Updated trigger and choose a destination for run reports.
- 5Test with one real updated billing document and review the result.
Questions about this workflow
Will it edit an existing invoice?
This workflow uses the Create Invoice action. Tell Notis to check for a matching invoice and report instead of creating a duplicate when one exists.
Can it tell what changed in the document?
The trigger indicates that a file was updated. Notis can review the document content available to it, but any unavailable prior version or comparison context must be supplied or reported as missing.
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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