Keep invoice email templates easy to find
See the templates available in Elorus without searching for them each time you send billing documents.
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
Choosing an existing email template adds friction when it is hard to remember what is available.
- Keep available email templates visible.
- Reduce repeated navigation in Elorus.
- Summarize only the template details returned.
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 email templates and summarize the available template details, noting any page or filters used.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real example and confirm the templates in Elorus.
Questions about this workflow
Will it email invoices using a template?
No. This action retrieves email templates. Sending an invoice requires a separate workflow and the relevant contact details.
Does it change templates?
No. This workflow lists and summarizes available templates.
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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