Add documented services to your Elorus catalog
Define a service in Coda and prepare its catalog entry in Elorus from the details you recorded.
Trigger
New Coda Document Trigger
Triggers when a new document is created.
Action
CREATE_PRODUCT
Create a product or service in the catalog.
Why this helps
New services can be documented for the team while the billing catalog remains out of date.
- Keep service documentation connected to catalog setup.
- Reduce duplicate entry of service details.
- Flag incomplete definitions before creating a catalog item.
Setup
Build it in a few focused steps.
- 1Connect Coda and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction to create an Elorus product or service from a new Coda service definition using details present, and report missing required details for review.
- 4Pick the New Coda Document trigger and choose where run reports should go.
- 5Test with one real service definition and inspect the new catalog entry in Elorus.
Questions about this workflow
What should the Coda definition include?
Include the product or service details required by your Elorus catalog. Notis should report missing information rather than invent it.
Will every new document create a catalog item?
The trigger runs on a new document. Describe what qualifies as a complete service definition in your instruction and ask Notis to flag unrelated documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Elorus. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a document is deleted.
CREATE_PRODUCT
Create a product or service in the catalog.
New Coda Document Trigger
Triggers when a new document is created.
Email Invoice
Email an existing invoice to selected contacts.
New Coda Page Trigger
Triggers when a new page is added to a document.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Specific Coda Page Updated Trigger
Triggers when a specific page in a document is updated.
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.
Coda and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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