Turn Trello's billing stage into an Elorus invoice
Move work into your billing list and let Notis prepare the matching Elorus invoice from your instructions.
Trigger
Card Moved Between Lists
Triggers when a card moves between lists on the watched board, not when reordered within one list.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Completed work can sit in a Trello list while you switch to Elorus to assemble its invoice details by hand.
- Reduce the gap between finished work and invoicing.
- Keep invoice preparation tied to a clear Trello stage.
- Use one instruction to tell Notis how to identify the client and invoice contents.
Setup
Build it in a few focused steps.
- 1Connect Trello and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify the client and invoice details, including items, rates, taxes, and payment terms.
- 4Pick Trello's Card Moved Between Lists trigger and choose where run reports go.
- 5Test with one real billing card and review the invoice details.
Questions about this workflow
Does moving a card create an issued invoice?
The Create Invoice action creates an invoice. Specify in your instruction how you want Notis to handle the details, and review the result in Elorus before sending or issuing it.
How does Notis know which client and rates to use?
Tell Notis in the automation instruction how to find the client and which rates, products or services, taxes, and terms to use. Provide any details that are not available in the Trello card.
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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