Find estimates linked to a researched client
Bring client research and existing estimates together before you prepare the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Estimates
Retrieve estimates.
Why this helps
Finding an existing estimate can take time when client details are spread across sources.
- Search estimates using researched client identifiers.
- Review possible existing estimates before creating new billing work.
- Keep matches and result scope visible.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: use AgentQL to gather the supplied client's identifying details, fetch relevant Elorus estimates, and summarize possible matches and result scope.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and confirm matches in Elorus.
Questions about this workflow
Does this create a new estimate?
No. The available action retrieves estimates; this workflow searches and summarizes existing records.
Can it find estimates if the website has no client identifiers?
It needs identifiers you provide or that AgentQL can reliably gather. It should ask you when those details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Elorus. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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