Keep document templates visible in your regular review
See the available templates together when you set aside time to review billing documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Retrieve templates for invoices, estimates, and other business documents.
Why this helps
Template checks often get postponed because finding and paging through the available options takes extra time.
- Make template review a predictable task.
- Gather a page of available templates for comparison.
- Keep document setup details easier to find.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Ask Notis in one instruction to retrieve a page of available Elorus document templates and summarize the returned options; specify any relevant pagination needs.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and confirm the summary matches the templates returned.
Questions about this workflow
Will the workflow create or apply a template?
No. It lists available templates for review.
Can it summarize all templates?
The action returns paginated results. Ask Notis to retrieve the page you need and account for additional pages if your review covers a larger list.
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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