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Notis

Find an Elorus email template for a billing handoff

Bring likely email template options into the billing request so you can choose without another search.

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

Searching through templates during a follow-up can break focus and delay a simple customer response.

  • Find available email templates in response to a request.
  • Use request context to make the results relevant.
  • Keep the final communication choice under your control.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Elorus once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to retrieve Elorus email templates and report options relevant to the request details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real billing communication request.

Questions about this workflow

Does it email the client?

No. It retrieves email templates for review. Emailing an invoice is a separate action.

What context can help select a template?

Include the purpose of the message and relevant billing situation in the webhook request.

Can it read an Ably event directly?

No Ably trigger events are listed. An external system needs to send the HTTP request to Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Elorus. A trigger fires from one place; an action lands in another.

Ably triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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