Review Elorus products and services on a schedule
Keep a regular eye on the catalog your team uses to prepare billing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Products
Retrieve products and services.
Why this helps
Outdated catalog entries can linger when nobody has time to inspect products and services regularly.
- Retrieve catalog items with optional filtering, sorting, and pagination.
- Summarize selected products and services for review.
- Create a predictable checkpoint for catalog upkeep.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis to retrieve products and services with your chosen filters and sort order, then summarize the results.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test one run and verify the returned catalog page.
Questions about this workflow
Will this create or edit catalog items?
No. It retrieves products and services for review. Creating a catalog item uses a separate action.
Can Notis decide which items are outdated?
Only when you provide the criteria or the returned data contains enough information. Do not rely on an unavailable history or baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Elorus. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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