Find billing documents that may need an invoice
Get a regular, focused review of billing documents and invoice records without rebuilding the picture from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Busy weeks can leave billing documents and invoice status in separate places, making unbilled work hard to spot.
- Create a recurring billing review without manual folder-by-folder checking.
- Surface possible gaps for a person to verify.
- Keep the review focused on documents and invoice data that are available.
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 name it.
- 3Tell Notis which OneDrive billing documents to review, how to compare them with Elorus invoices, and to report possible gaps instead of creating invoices automatically.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a real set of billing documents and invoices, then review the report.
Questions about this workflow
Will the scheduled review prove that all work has been invoiced?
It can only compare the documents and invoice records available to it. The prompt should describe the relevant document set and treat possible gaps as items to verify.
Can it create missing invoices automatically?
This workflow is designed to report possible gaps. You can specify exact creation criteria in the prompt, but uncertain matches should be reviewed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.