Check for an existing Elorus invoice when a deal arrives
Before billing a new deal, have Notis look for invoices associated with its customer and report potential matches for review.
Trigger
New Deal Received Trigger
Fires when a new deal is created.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
When sales and billing records are separate, it can be hard to spot whether an invoice already exists for a customer or deal.
- Surface possible existing invoices during deal intake.
- Reduce time spent searching billing records manually.
- Keep potential matches visible for review before billing proceeds.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Elorus once in the Notis portal.
- 2In Automations, choose New Automation and enter a name and prompt.
- 3Tell Notis to use the new deal's available customer details to search Elorus invoices and report possible matches or missing search details.
- 4Choose the Pipedrive New Deal Received trigger and select where run reports should go.
- 5Test with one real deal and review the invoice results.
Questions about this workflow
Will this delete or change an invoice?
No. It retrieves invoices for review and reports possible matches.
Can it guarantee that an invoice is a duplicate?
No. It can identify possible matches from the details available. Review the results before making a billing decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Elorus. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Fires when a new deal is created.
CREATE_PRODUCT
Create a product or service in the catalog.
New Note Received Trigger
Fires when a new note is created.
Email Invoice
Email an existing invoice to selected contacts.
New Organization Received Trigger
Fires when a new organization is created.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Pipedrive and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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