Make Elorus invoice review a scheduled routine
Have Notis gather invoices on a schedule and surface the items that fit the review rules you describe.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Recurring invoice reviews are easy to postpone when they depend on remembering to open Elorus and check the right records.
- Put a repeatable invoice review on your calendar through an automation.
- Receive a focused summary of invoices matching your criteria.
- Keep follow-up rules explicit instead of relying on memory.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what invoices to retrieve and how to summarize or flag them; provide any external follow-up context it needs.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and adjust your instruction if the summary needs refinement.
Questions about this workflow
Can this workflow determine whether an invoice is overdue?
Use criteria supported by the invoice data returned by Elorus. If your rule depends on payment history or other context that is not returned, provide that information in your instruction or source data.
Can it send reminders to clients?
This workflow retrieves and summarizes invoices. The listed Elorus actions do not send payment reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Elorus. A trigger fires from one place; an action lands in another.
Trello 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.
Attachment Added To Card
Triggers when a file or link is attached to a card.
CREATE_PRODUCT
Create a product or service in the catalog.
Attachment Removed From Card
Triggers when an attachment is removed from a card; its URL is omitted.
Email Invoice
Email an existing invoice to selected contacts.
Board Added To Workspace
Triggers when a board is created in or moved into the watched Workspace.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Board Label Created
Triggers when a label is added to the board’s label set.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Board Label Deleted
Triggers when a label is deleted from the board; its text and color are omitted.
Get Contacts
Retrieve your contacts.
Board Label Updated
Triggers when a board label changes.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Trello and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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