Review Elorus expenses against WhatsApp receipts
A short scheduled review can surface receipts that still need attention and expense entries that may need checking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense messages and bookkeeping entries live in separate places, making reconciliation hard to remember.
- Put a recurring review on the calendar automatically.
- Surface possible unmatched receipts and expenses in one report.
- Keep the review read-only so you can decide what needs correction.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for receipt and expense review.
- 3Tell Notis to review recent Elorus expenses and accessible WhatsApp receipt messages, report possible matches and unmatched items, and make no changes.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and check whether the available messages cover that period.
Questions about this workflow
Can Notis prove that every receipt matches an expense?
No. The report can identify possible matches from available information, but ambiguous details need human review.
Does the automation create missing expenses?
No. It reports possible gaps only. Any receipt history or baseline not available to the connected apps must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Elorus. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Returns no results; message status changes are delivered through webhooks in real time.
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.
Whatsapp and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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