Create Elorus invoices from Outlook client emails
Move billing details from the inbox into an invoice while keeping incomplete requests visible.
Trigger
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Invoice requests arrive in email, and manually transferring the details creates extra context switching and room for missed charges.
- Create invoices from billing instructions in new messages when all required details are available.
- Surface missing or ambiguous details instead of guessing.
- Reduce manual copying between email and invoicing.
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 create an Elorus invoice from new client emails only when the required invoice details are clear, and report missing details for review.
- 4Pick New Outlook Message as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Will Notis invent invoice details that are missing from an email?
No. In the instruction, ask Notis to report missing or ambiguous details for review rather than assume them.
Can this send the invoice to the client too?
This workflow creates an invoice. Emailing an existing invoice is a separate Elorus action and workflow.
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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