Review the exact Elorus invoice named in a ticket
Bring the invoice record into view when a customer shares its ID in their support request.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified view.
Action
Get Invoice
Retrieves the current details of an invoice.
Why this helps
Finding the right invoice by hand adds another lookup step to an already active customer conversation.
- Retrieve current details for the invoice ID provided in the ticket.
- Give support a concise summary to use while preparing a reply.
- Surface missing or ambiguous invoice identifiers before relying on a result.
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 describe the outcome in plain language from any channel.
- 3Tell Notis to retrieve the Elorus invoice named by its ID in the ticket and summarize its current details.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test with one real ticket that contains an invoice ID.
Questions about this workflow
What if the ticket does not contain an invoice ID?
The workflow should report that it cannot identify a specific invoice from the available ticket details.
Will this issue or email the invoice?
No. This workflow retrieves invoice details only.
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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