Keep invoice email wording under a scheduled review
Have Agenty check the guidance pages you specify and retrieve Elorus email templates so you can review billing language in context.
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
Billing email wording can drift from current guidance when templates and reference pages are reviewed at different times.
- Retrieve existing email templates for review.
- Compare wording against source pages you specify.
- Surface changes without automatically editing customer communications.
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 specify the guidance pages and template review criteria.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Ask Notis to retrieve templates and summarize relevant differences for your review without sending or changing emails.
- 5Test with one guidance page and the current templates.
Questions about this workflow
Does this send or edit an email template?
No. It retrieves templates and prepares a review. It does not send emails or change template content.
Can it check all templates?
The action retrieves a paginated list. Ask Notis to review the returned page and continue pagination if your organization has more templates.
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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