Review Elorus estimates with Airtop account research
Bring estimate records and account context into one recurring report so the next follow-up is easier to spot.
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
Estimate follow-up gets delayed when proposal records and account context are scattered across tools.
- Retrieve estimates for a defined review.
- Gather context from named Airtop sources.
- Highlight potential follow-ups without changing estimates.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, specify the account sources Airtop should check and the Elorus estimates to retrieve and summarize.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real period and verify the estimate and source details.
Questions about this workflow
Will it send or modify an estimate?
No. It retrieves estimates and creates a review report. Sending or modifying them would require a separate supported action.
Can it identify which estimates are stale?
Only if the relevant date or status is returned by Elorus and the prompt defines how to interpret it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Elorus. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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