Create Elorus invoices from approved Slack messages
Keep invoice requests in the conversation and let Notis prepare the matching Elorus invoice when the details and approval are explicit.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
Why this helps
Invoice details get buried in busy channels, then require a second pass to retype and reconcile them.
- Capture approved billing requests where the team already discusses the work.
- Reduce repeated copying of client and service details.
- Avoid acting on tentative messages by requiring explicit approval and complete information.
Setup
Build it in a few focused steps.
- 1Connect Slack and Elorus to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally for this workflow.
- 3Use one plain-language instruction to create an invoice only from an explicitly approved Slack request with sufficient details; have Notis ask for clarification when details are missing.
- 4Select the Slack channel message trigger and choose where Notis should report runs.
- 5Test with one real approved request and review the resulting invoice.
Questions about this workflow
Will it invoice every message that mentions a price?
The instruction should require explicit approval to invoice, and Notis should seek clarification rather than act on incomplete or tentative messages.
What if the client or amount is unclear?
Have the prompt tell Notis to ask for clarification and not create an invoice until the required details are clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Elorus. A trigger fires from one place; an action lands in another.
Slack triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CREATE_PRODUCT
Tool to create a new product or service in elorus. use when you need to add or configure items/services in your product catalog.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Email Invoice
Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Bills
Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Credit Notes
Tool to retrieve a list of credit notes. use when you need to fetch credit notes filtered by page, contact, date range, or currency.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Email Templates
Tool to retrieve a list of email templates. use when you need to fetch and page through existing templates in the organization.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
Connect any two apps with Notis in the middle.
Slack and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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