Keep Elorus document templates visible for Agiled work
A quick reference to available document templates helps reduce friction when preparing client paperwork.
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
Document setup can stall when the right template is hard to locate across projects and billing tasks.
- Make document template options easier to scan.
- Use pagination and filters to focus the reference.
- Keep project context supplied by you alongside returned template details.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list a specified page of Elorus document templates and summarize those relevant to the Agiled work context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the output against the returned templates.
Questions about this workflow
Does this create or apply a template?
No. The selected action lists templates only.
Will it retrieve every template in one run?
The action is paginated. Specify the page or filters and keep the report clear about the scope retrieved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Elorus. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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