Find the right Elorus email template for client billing
Know which email templates are available before you send the next invoice from Elorus.
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
People can waste time searching for an approved message or reuse the wrong template during billing follow-up.
- Make available billing templates easier to review.
- Reduce repeated searching before invoice follow-up.
- Flag when a suitable template is unclear or missing.
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 retrieve a specified page of Elorus email templates and summarize those relevant to the Agiled billing use case you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the returned template list.
Questions about this workflow
Does this send an email?
No. It retrieves templates for review. Sending an invoice email is a separate Elorus action.
Can it select a template based on client history?
Only if you supply the relevant client history and selection rules. Otherwise it should summarize available templates without choosing.
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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