Create Elorus invoices from Typeform billing requests
Collect billing requests in Typeform, then let Notis prepare complete submissions as Elorus invoices.
Trigger
New Form Response
Triggers when a respondent completes and submits a form.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Copying client and billing details from forms into invoices adds busywork and can leave requests waiting in your inbox.
- Create invoices from submitted billing details without retyping them.
- Keep incomplete requests from becoming invoices until required details are supplied.
- Reduce delays between a billing request and invoice creation.
Setup
Build it in a few focused steps.
- 1Connect Typeform and Elorus once in the Notis portal.
- 2Create an automation in the portal or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create an invoice for each new request with complete client, line item, amount, and payment details, and flag missing information for review.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real billing request and review the result.
Questions about this workflow
Will every form submission create an invoice?
Ask Notis to create an invoice only when the submission contains the details you require. It can flag missing information for review.
What should the form collect?
Include the client identity and the billing details needed for the invoice, such as line items, amounts, and payment terms. Tell Notis what to do if any are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Elorus. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits a form.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Typeform and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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