Draft invoices from won Salesforce opportunities
Move a closed deal toward billing with a draft that is ready for a quick finance review.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
A won deal can sit in Salesforce while someone remembers to start invoicing in a separate system.
- Starts the billing handoff at the deal milestone
- Keeps finance from hunting through opportunity notes
- Lets the team review amounts and terms before issue
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation with one instruction to draft invoices for won deals with complete terms.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where run reports should go.
- 5Test with one real won opportunity and verify the draft.
Questions about this workflow
Can Notis use opportunity products and amounts?
Notis can use values returned in the event or retrieved through connected app access. If product details or billing terms are unavailable, provide them in the instruction or have Notis report the missing information.
Will a draft be created again if the opportunity is updated later?
The trigger fires on opportunity creation or update. Include a duplicate check in the instruction and review run reports, since reliable idempotency depends on the available record identifiers and invoice search results.
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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