Turn WhatsApp expense details into an Elorus draft
Receipts and expense notes arrive in chat when you are busy. Capture the usable details in Elorus and flag anything that needs your review.
Trigger
New Message Received
Action
Create Expense
Creates an expense from categorized line items.
Why this helps
Expense information shared in messages is easy to forget or leave outside the bookkeeping flow.
- Capture expense details from the conversation where they arrive.
- Use supported categories and line items without guessing.
- Make incomplete or unclear entries 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 WhatsApp expense capture.
- 3Tell Notis to identify expense receipts or expense details, create an Elorus expense only with sufficient supported information, and report missing or uncertain details.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real expense message and check the expense before using the workflow routinely.
Questions about this workflow
Can this create an expense from any receipt image?
Only if Notis can access enough information from the message to create the expense. Unavailable or unreadable details should be reported as missing.
Will it guess an expense category?
Tell Notis to use a category only when the message supports it, and to flag uncertainty for review.
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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