Turn completed billing tasks into invoice drafts
Close the follow-up loop by turning a completed billing task into a reviewable draft when the account or opportunity has the needed details.
Trigger
Task Created or Completed
Triggers when a task is created or its status changes to Completed.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Billing follow-ups are easy to mark complete in sales and still forget in finance.
- Links a completed work item to the billing next step
- Reduces reliance on memory after sales follow-up
- Keeps invoice creation conditional on available details
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to draft an invoice only for completed billing tasks with verified details.
- 3Pick the Salesforce Task Created or Completed trigger.
- 4Choose where run reports should go.
- 5Test with one real completed billing task.
Questions about this workflow
Can the trigger watch only billing tasks?
The event supports optional filtering by task status or subject. Select the trigger and use its supported options for a billing-related subject or completed status.
What if the task does not contain invoice details?
Have Notis inspect the related Salesforce record where available and report missing contact, service, amount, or terms rather than filling them in.
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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