See which estimates are ready for the next step
Review existing Elorus estimates alongside the Agencyzoom sale details you provide, and make the next billing step clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieve estimates.
Why this helps
It is easy to lose track of which estimates connect to active sales and which need more information.
- Separate ready estimates from those needing details
- Keep sale context visible in the review
- Make billing next steps easier to choose
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 relevant Elorus estimates and compare them with supplied Agencyzoom sale details, listing ready items and missing information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real sale and estimate example.
Questions about this workflow
Will this create an estimate?
No. It retrieves existing estimates for review.
How does it know the sale details?
Provide the Agencyzoom sale or policy context to the scheduled automation.
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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