Review Elorus invoices after sending a client email
Tie the billing follow-up to the conversation you just sent.
Trigger
New Sent Message
Fires when a new message is sent from the watched mail folder.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
After sending a client update, the next billing step can disappear into a crowded inbox and task list.
- Use a sent message as a cue to review relevant invoices.
- Keep billing follow-up connected to recent client communication.
- Reduce the need to remember a separate manual lookup.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Elorus once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to use the sent message details to retrieve relevant Elorus invoices and report any useful follow-up context.
- 4Pick New Sent Message as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this send or change invoices?
No. It retrieves invoices for review after a message is sent.
Can it find invoices if the email has little client context?
The message needs enough information to identify relevant invoices. Ask Notis to report when it cannot confidently do so.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Elorus. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Fires when a new contact is added to the contacts list.
CREATE_PRODUCT
Create a product or service in the catalog.
Calendar Event Changes
Fires when a calendar event is created, updated, or deleted.
Email Invoice
Email an existing invoice to selected contacts.
New Calendar Event
Fires when a new calendar event is created.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Sent Message
Fires when a new message is sent from the watched mail folder.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Outlook and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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