Turn billable Zoom meeting summaries into invoice drafts
Finish a client call and let Notis prepare the billing draft from the work discussed, with your rates and client details as the guide.
Trigger
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
After client calls, reconstructing billable work and preparing invoices means switching between meeting notes, client records, and accounting.
- Capture billable work while the meeting context is fresh.
- Use your supplied rates and billing rules instead of guessing amounts.
- Review the draft in Elorus before sending or issuing it.
Setup
Build it in a few focused steps.
- 1Connect Zoom and Elorus once in the Notis portal.
- 2Create an automation named for client meeting invoicing.
- 3Tell Notis to use meeting summaries to prepare draft invoices only when billable work and required billing details are clear; ask for missing details instead of guessing.
- 4Pick the Zoom Meeting Summary Created or Updated trigger and choose where run reports go.
- 5Test with one real client summary and review the resulting draft.
Questions about this workflow
Does this automatically send the invoice?
No. This workflow creates an invoice draft. Review it in Elorus and send or issue it yourself.
What if the summary does not include the client or rate?
Tell Notis where to find those details or supply them in your instruction. If a required detail remains unclear, have Notis report what is missing rather than inventing it.
Can I use this with a free Zoom account?
The Zoom meeting summary trigger requires a paid Zoom plan and AI Companion enabled in the account settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Elorus. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when a daily usage report changes.
CREATE_PRODUCT
Create a product or service in the catalog.
Meeting Details Changed
Triggers when a meeting’s details change.
Email Invoice
Email an existing invoice to selected contacts.
Meeting Recording Changed
Triggers when a meeting’s cloud recordings change.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears.
Get Contacts
Retrieve your contacts.
New Meeting Created
Triggers when a new meeting is created.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Zoom and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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