Bring estimate follow-up into a regular review
Review a defined page of estimates on a schedule and get a focused report for your next sales check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieve estimates.
Why this helps
Estimates can remain out of sight when nobody has a regular moment to review them.
- Create a regular checkpoint for estimate review.
- Use pagination to keep result sets manageable.
- Summarize records according to explicit review criteria.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis which estimates to retrieve and what details or conditions to highlight in the report.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real estimate page and review the results.
Questions about this workflow
Can this send estimates to customers?
No. This action lists estimates for review. Sending is not among the listed Elorus actions.
Can the workflow know if a sales conversation happened?
Only if that context is supplied or available to the automation. Estimate records alone do not establish conversation history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Elorus. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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