Choose the right invoice email template with less searching
Review the available Elorus email templates alongside the billing communication needs you provide for your clients.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Email Templates
Retrieve the email templates in your organization.
Why this helps
The send step slows down when teams have to search for the right message template each time.
- See available email templates in one report
- Spot template gaps for common client needs
- Reduce time spent searching during billing
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Elorus email templates and summarize which appear relevant to the communication needs supplied for Agencyzoom clients.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real communication scenario and review the template results.
Questions about this workflow
Does this email invoices?
No. It retrieves email templates for review. Emailing an invoice is a separate action.
Can it know client communication preferences?
Provide the preferences or requirements in the workflow context; otherwise the workflow should report uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elorus. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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