Create Elorus invoices from new statements of work
Put signed work in OneDrive and let Notis turn its agreed billing terms into an Elorus invoice.
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
Rekeying client names, services, and agreed rates from signed documents makes the start of a project slower and easier to get wrong.
- Reduce retyping between project documents and invoicing.
- Catch missing client or billing details before creating an invoice.
- Keep new project billing moving from the folder where signed work arrives.
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 give it a name and prompt.
- 3In one instruction, tell Notis to review new signed statements of work and create an Elorus invoice from the agreed client, services, rates, and billing terms; ask before creating if required details are missing.
- 4Pick the OneDrive File Created trigger and choose where run reports should go.
- 5Test with one real signed statement of work and review the resulting invoice.
Questions about this workflow
Will Notis create an invoice if the document is missing billing details?
Tell Notis in the prompt to stop and report which required details are missing instead of creating an incomplete invoice.
Does the workflow send the invoice to the client?
No. This workflow creates an invoice in Elorus. It does not email it.
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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