Check for existing invoices before billing an updated deal
Give every opportunity update a quick invoice history check before someone starts billing again.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Deal updates can prompt a second invoice even when a draft or issued invoice already exists.
- Surfaces existing invoices before a new billing step
- Helps distinguish new work from an already billed deal
- Reduces time spent searching invoice history manually
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to search invoices using reliable opportunity and client details and report likely duplicates.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where run reports should go.
- 5Test with one opportunity that already has an Elorus invoice.
Questions about this workflow
Can Elorus invoices be linked directly to Salesforce opportunities?
Only if the available records or instruction provide a reliable shared identifier. Otherwise, use client and invoice details as clues and treat results as candidates for review.
Does this prevent invoice creation automatically?
It performs a search and reports possible matches. It does not create or delete invoices.
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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