Find the estimate behind a content proposal
Pull the relevant estimate into the proposal handoff, so the team can quickly confirm what was quoted.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Estimates
Retrieve estimates.
Why this helps
Proposal follow-up often requires searching for the estimate separately from the content brief and client conversation.
- Connect proposal context to the estimate record.
- Make quote review faster.
- Use a bounded search request rather than a broad manual hunt.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve Elorus estimates using the client, date, and paging details supplied with a content proposal request.
- 4Choose a webhook trigger and select a report destination.
- 5Test with one proposal that has an existing estimate.
Questions about this workflow
Does this create a new estimate?
No. This action lists estimates. The provided action set does not include estimate creation.
What if there are many matching estimates?
Provide useful client or date filters and have Notis report the returned page and whether more results need review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Elorus. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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