Find Elorus invoices for WhatsApp billing questions
Invoice questions often include a reference, date, or client name. Search Elorus using what is available and bring back the likely match.
Trigger
New Message Received
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Finding the right invoice while a customer waits in chat can turn a simple question into a distracting search.
- Search invoices while the question is fresh.
- Use identifiers from the message and conversation context.
- Keep uncertain or multiple matches visible 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 name it for invoice question lookup.
- 3Tell Notis to identify invoice-related questions, search Elorus invoices using available identifiers, and report likely matches or ambiguity without composing unsupported answers.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real invoice question that includes a known reference.
Questions about this workflow
Does this send an invoice status reply?
No. It finds and reports likely invoice matches for you to review.
What if the customer gives no invoice reference?
Notis can use other identifying details available in the message, but should report uncertainty when it cannot find a confident match.
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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