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Notis

Record successful Stripe charges in Elorus

When a Stripe charge succeeds, have Notis prepare an Elorus invoice record using the charge and customer details it can access.

Trigger

Charge Succeeded

Fires whenever a charge succeeds.

Action

Create Invoice

Create an invoice or receipt, saved as a draft by default.

Why this helps

Successful charges can remain disconnected from invoice records when updates have to be entered in another app.

  • Reduce manual transfer of successful payment details
  • Make charge records easier to reconcile with invoices
  • Flag when charge data is not enough to build a useful invoice

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Elorus once in Notis.
  • 2Create an automation and describe how to prepare an Elorus invoice record from a successful charge.
  • 3Pick the Stripe Charge Succeeded trigger.
  • 4Choose where run reports should go, then test with one real charge.

Questions about this workflow

Does a successful charge contain all the details needed for an invoice?

Not always. The event may not include line items or other invoice fields Elorus requires. Have Notis report missing information rather than make it up.

Will this send the invoice to a customer?

No. The selected action creates an invoice. Emailing it requires the separate Elorus Email Invoice action and contact details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Elorus. A trigger fires from one place; an action lands in another.

Stripe triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Charge Captured

Fires when a previously uncaptured charge is captured.

TriggerInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Charge Dispute Closed

Fires when a dispute closes as lost, warning closed, or won.

TriggerInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Charge Dispute Created

Fires when a customer disputes a charge with their bank.

TriggerInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Charge Dispute Updated

Fires when a dispute is updated, usually with evidence.

TriggerInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Charge Failed

Fires whenever a charge attempt fails.

TriggerInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Charge Refunded

Fires when a charge is refunded, including partial refunds.

TriggerInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Stripe and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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