Keep your Elorus product catalog easy to review
Bring catalog records together on a schedule so product and service details are easier to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Products
Retrieve products and services.
Why this helps
Catalog details can become stale when there is no simple routine for reviewing the items used in billing.
- Make catalog review a regular task.
- Summarize the product and service records returned.
- Notice catalog entries that may need attention.
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.
- 3Tell Notis in one instruction to retrieve a page of Elorus products and services and summarize details to review; include any filters or sorting criteria you want.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and review the returned catalog summary.
Questions about this workflow
Can the workflow report on a subset of products?
The list action supports optional filtering, sorting, and pagination. State the subset and sort order you want in your instruction.
Will it update catalog entries?
No. This workflow retrieves catalog records 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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