Review Elorus templates before billing work
Make document template options easier to find when a billing task comes up in your event workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Retrieve templates for invoices, estimates, and other business documents.
Why this helps
Choosing a document template can become another small but costly interruption during billing.
- Keep a current reference to available document templates.
- Reduce time spent searching before preparing a document.
- Review options alongside the context you provide.
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 document templates and summarize the options relevant to your supplied billing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real billing scenario and review the template list.
Questions about this workflow
Does this apply a template to an invoice?
No. It retrieves available document templates for review; the listed action does not apply one.
Can it determine which template is correct?
It can compare the returned options against selection guidance you provide. Without that guidance, it can only summarize the available templates.
What provides the Ably context?
Ably has no listed trigger event here, so provide the relevant context in the workflow input or through another supported source.
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.
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.
Ably and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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