Bring project research into your Elorus estimate review
Check the project context with Agenty and retrieve related estimates from Elorus before deciding what follow-up is needed.
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
Project research can be disconnected from estimates, leaving you to reconstruct the proposal context each time you follow up.
- Review project findings with relevant existing estimates.
- Use pagination to retrieve estimates after creation or when searching.
- Make proposal follow-up easier to pick up after an interruption.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the project sources and estimate filters to use.
- 3Choose the webhook trigger and select where run reports should go.
- 4Ask Notis to retrieve the estimates and summarize relevant project findings without assuming an estimate was accepted.
- 5Test with one project and a known estimate.
Questions about this workflow
Can website research tell whether an estimate was accepted?
No. Treat Agenty findings as project context and use Elorus data or your confirmed information for estimate status.
Can the action retrieve estimates created earlier?
Yes. It retrieves a paginated list of estimates, which can be used to review existing records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Elorus. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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