Make Elorus document templates easier to browse
Keep available document templates visible when preparing invoices and estimates.
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
A forgotten template search adds another small task to document preparation.
- Create a recurring reference to available document templates.
- Reduce time spent searching the template list.
- Keep results grounded in the retrieved records.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: fetch Elorus document templates and summarize returned options, noting any filters or pagination.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real example and verify the listed templates in Elorus.
Questions about this workflow
Does it change or create templates?
No. This workflow retrieves and summarizes existing document templates.
Will the report always include all pages?
It should say which page or filters were retrieved and only claim completeness if all pages were checked.
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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