Move new service briefs into your Elorus catalog
Keep new services ready for billing by turning a clear service brief into a catalog entry.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive.
Action
CREATE_PRODUCT
Create a product or service in the catalog.
Why this helps
New offerings can be ready to sell while the billing catalog still needs someone to re-enter their details.
- Reduce retyping when introducing a service.
- Keep catalog setup connected to the source brief.
- Surface missing names or pricing before creating an entry.
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 add a name and prompt.
- 3Tell Notis to review new service briefs and create an Elorus product or service only when the name and required catalog details are clear; report missing details.
- 4Pick the OneDrive File Created trigger and set where run reports go.
- 5Test with one real service brief and review the catalog entry.
Questions about this workflow
Will it decide pricing from the description?
Have the price stated in the brief or provide an explicit rule in the prompt. Instruct Notis to report missing pricing rather than infer it.
Can it prevent duplicate services?
Ask Notis to check available Elorus products for a likely match and report possible duplicates before creating a new entry.
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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