Make estimate review a regular part of your pipeline
Gather estimate records into a short scheduled review 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
Estimates can slip from view when pipeline checks depend on manually opening and paging through records.
- Create a repeatable estimate review habit.
- Summarize available estimate details in one report.
- Make potential follow-up easier to notice.
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 Elorus estimates and summarize records that need review based on details available; specify any date window or criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and check the summary against the returned estimate records.
Questions about this workflow
Can this tell me which estimates are awaiting a response?
Ask for a summary using status and dates if those are available in the returned estimates. If the records do not include response history, that history will need to be supplied separately.
Does this send or change estimates?
No. It retrieves estimates and summarizes them for review.
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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