Find invoice details while handling Zendesk billing tickets
Get the invoice context in the same workflow that brings in the customer question.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified view.
Action
Get Invoices
Retrieve invoices for review, reporting, or other operations.
Why this helps
Switching between support and accounting tools to answer invoice questions slows replies and makes details easy to miss.
- Review matching invoice details without leaving the ticket workflow.
- Summarize invoice status and key dates for a chosen report channel.
- Flag tickets where the customer or invoice cannot be identified from the available details.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to use the ticket details to find relevant Elorus invoices and summarize matches or missing information.
- 4Pick the New Zendesk Ticket trigger and choose where run reports go.
- 5Test with one real billing ticket.
Questions about this workflow
What details should the ticket include?
Include enough customer or invoice information to identify the right records. Notis should report when the available ticket details are insufficient.
Does this workflow change an invoice?
No. It retrieves invoice records and summarizes them; it does not edit or send an invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Elorus. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggers when a new user is created.
CREATE_PRODUCT
Create a product or service in the catalog.
New Zendesk Ticket
Triggers when a new ticket is created in a specified view.
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.
Zendesk and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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