Find the right email template for a billing request
When a company billing request needs an invoice email, ask Notis to retrieve the available Elorus templates for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Email Templates
Retrieve the email templates in your organization.
Why this helps
Finding the right billing email template can add another interruption between completing an invoice and communicating about it.
- Search existing email templates in Elorus.
- Keep communication needs with the supplied billing context.
- Avoid manually paging through templates.
Setup
Build it in a few focused steps.
- 1Connect 44API and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe how to retrieve email templates relevant to the supplied invoice communication context.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real request and review the available templates.
Questions about this workflow
Does this send the invoice email?
No. Get Email Templates retrieves existing templates. Sending an invoice email is a separate action that requires an existing invoice and contact IDs.
Can it write a new template?
No. This action fetches existing templates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Elorus. A trigger fires from one place; an action lands in another.
44API 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.
44API and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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