Keep Elorus estimates visible with recurring reviews
Give estimates a regular place in your routine with a scheduled retrieval and a concise summary from Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieve estimates.
Why this helps
Estimates can be easy to overlook when reviewing them requires another manual search through Elorus.
- Create a predictable estimate review routine.
- Summarize the records returned by Elorus.
- Reduce time spent navigating to the same list.
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Elorus once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which estimates to retrieve and what information to highlight from the returned records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example using the intended filters.
Questions about this workflow
Can this retrieve estimates with specific filters?
Ask Notis to use available filters and pagination for Get Estimates. The workflow can summarize only the records returned.
Does it create or email estimates?
No. It retrieves and summarizes estimates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Elorus. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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