Keep estimates connected to Agiled opportunity reviews
A recurring estimate scan helps you spot proposals that need a decision or follow-up.
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 sit untouched because proposal status and sales context are reviewed in separate workflows.
- Make estimate follow-up a repeatable review task.
- Summarize returned estimate data alongside provided opportunity details.
- Surface missing context that prevents a next step.
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 estimates and summarize those needing review against Agiled opportunity context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that pagination and summary are clear.
Questions about this workflow
Can this retrieve estimates created by an Agiled trigger?
Agiled has no listed trigger events. This workflow runs on a Notis schedule and can use Agiled context supplied in the prompt or request.
Can it send an estimate to a customer?
The selected action only retrieves estimates. It does not email or issue them.
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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