Review Elorus invoices before client meetings
Bring billing context into meeting prep without another round of manual searching.
Trigger
New Calendar Event
Fires when a new calendar event is created.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
It is easy to enter a client meeting without checking recent invoices, especially when preparation is squeezed between other work.
- Use a new calendar event as a reminder to review invoices.
- Get invoice results from Elorus for preparation.
- Reduce last-minute switching between calendar and billing records.
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 new event details to retrieve relevant Elorus invoices and summarize the results for meeting preparation.
- 4Pick New Calendar Event as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Can the workflow identify the right client automatically?
It can use details present in the calendar event, but the event needs enough information to identify the client. Ask Notis to flag uncertainty.
Does it create or change invoices?
No. This workflow retrieves invoices for review.
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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