Refresh invoice reviews when Outlook meetings change
Keep billing context close when a client meeting is rescheduled or updated.
Trigger
Calendar Event Changes
Fires when a calendar event is created, updated, or deleted.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
A changed meeting can invalidate earlier prep, leaving invoice context buried or out of date when the conversation resumes.
- Use calendar event changes as a cue to retrieve invoice information again.
- Review relevant billing details alongside the changed event.
- Reduce the chance of relying on stale meeting preparation.
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 retrieve relevant Elorus invoices when a calendar event changes and summarize what is available for the updated meeting.
- 4Pick Calendar Event Changes as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Does the event trigger include deletions too?
The listed Calendar Event Changes trigger covers created, updated, or deleted events. Ask Notis to handle each case appropriately in the instruction.
Will it update invoice data?
No. This workflow retrieves invoices for review and does not edit them.
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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