Turn WhatsApp invoice requests into Elorus drafts
Invoice requests can get buried in chat. Let Notis pull out the details, flag what is missing, and prepare the Elorus invoice.
Trigger
New Message Received
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
Rekeying billing requests from chat takes time and makes it easy to overlook a required detail.
- Capture invoice requests while they are fresh.
- Avoid creating an invoice when essential details are missing.
- Keep the source conversation available for review.
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 give it a name.
- 3Tell Notis to identify invoice requests, use only details provided in the message or conversation, and create an Elorus invoice only when required details are available.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real invoice request and review the resulting draft.
Questions about this workflow
Will this create an invoice for every WhatsApp message?
No. Tell Notis to act only when a message is an invoice request, and to leave unrelated messages alone.
What happens if the message does not include enough information?
Notis should report the missing details rather than inventing them or creating an incomplete invoice.
Does the workflow send the invoice to the customer?
No. This workflow creates an invoice. Sending it requires a separate action and the relevant contact information.
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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