Create an Elorus invoice after a WhatsApp approval
A customer taps approve, and the next billing step is easy to miss. Notis can check the conversation and prepare an invoice when the details support it.
Trigger
Interactive Reply Received
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
After an approval arrives in chat, someone still has to find the quote context and start billing.
- Catch explicit customer approvals promptly.
- Use the surrounding conversation to check what was approved.
- Avoid treating an ambiguous reply as authorization to invoice.
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 approved quote invoicing.
- 3Tell Notis to check the reply and available conversation context for an explicit approval and create an Elorus invoice only when all required details are available.
- 4Pick the WhatsApp Interactive Reply Received trigger and choose where run reports should go.
- 5Test with one real approval and confirm the invoice details before relying on the automation.
Questions about this workflow
Does any button tap create an invoice?
No. The instruction should require an explicit approval tied to a clear quote and complete invoice details.
What if the approval has no quote details in the conversation?
Notis should report that the context is insufficient and leave invoice creation for later.
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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