Create Elorus invoices from new Pipedrive deals
Move a deal toward billing without re-entering its details. Notis checks what is available and flags missing information before creating an invoice.
Trigger
New Deal Received Trigger
Fires when a new deal is created.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Deal details live in one place while invoice preparation happens somewhere else, making billing easy to postpone or get wrong.
- Reduce duplicate entry between sales and billing.
- Catch missing invoice details before creating a draft.
- Keep invoice preparation close to the deal that prompted it.
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 review each new deal and create an Elorus invoice only when the available details are sufficient, reporting any missing details.
- 4Choose the Pipedrive New Deal Received trigger and select where run reports should go.
- 5Test with one real deal and review the resulting invoice.
Questions about this workflow
Will every new deal create an invoice?
Your instruction can ask Notis to create an invoice only when the deal contains enough verified billing details. Otherwise, it can report what is missing.
Does this send the invoice to the customer?
No. This workflow creates an invoice. Sending requires a separate instruction and the appropriate Elorus contact details.
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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