See invoice status when billing follow-up is marked complete
Close the loop between a completed sales task and the invoice status your team needs to know.
Trigger
Task Created or Completed
Triggers when a task is created or its status changes to Completed.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Marking a billing task complete does not tell the team whether the invoice exists or what state it is in.
- Turns a completed task into an invoice status check
- Makes open billing follow-up visible in the run report
- Reduces manual searches across apps
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to find related invoices and summarize status and due details returned.
- 3Pick the Salesforce Task Created or Completed trigger.
- 4Choose where run reports should go.
- 5Test with one completed task for a client with an invoice.
Questions about this workflow
Can the workflow determine whether an invoice is paid?
It can summarize payment or status details if the invoice results return them. If that information is not available, the report should say so.
Can I limit it to a specific task subject?
The trigger supports optional filtering by task subject or status. Use the available options to focus on billing follow-ups.
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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