Create an Elorus invoice draft from a new Salesforce lead
Start billing without retyping lead details. Notis checks the Salesforce record and prepares an Elorus invoice draft when the required information is available.
Trigger
New Lead Trigger
Triggers when a new lead is created.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
New sales leads can include everything needed to bill, but copying details by hand adds delay and creates errors.
- Reduces copy and paste between sales and finance
- Leaves incomplete billing details for review instead of guessing
- Creates a consistent draft for qualified, billable leads
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation by describing the invoice draft outcome in one instruction.
- 3Pick the Salesforce New Lead Trigger.
- 4Choose where run reports should go.
- 5Test with one real lead that has complete billing details.
Questions about this workflow
Will every new lead get an invoice?
The instruction should create a draft only when the lead contains the billing details and clear billing intent you specify. Notis should flag incomplete or unqualified leads for review.
Does this send the invoice to the lead?
No. This workflow creates an invoice draft. Sending requires a separate action and a confirmed Elorus contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elorus. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an account is created or updated.
CREATE_PRODUCT
Create a product or service in the catalog.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Email Invoice
Email an existing invoice to selected contacts.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New Contact Trigger
Triggers when a new contact is created.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Lead Trigger
Triggers when a new lead is created.
Get Contacts
Retrieve your contacts.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Salesforce and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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