Find the right invoice email template after a call
When you promise to send invoice details after a call, find the available Elorus email templates before composing the follow-up.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Get Email Templates
Retrieve the email templates in your organization.
Why this helps
A promised invoice email can take longer when you have to search the billing system for the right template after the meeting.
- Bring available invoice email templates into the follow-up process.
- Reduce time spent searching after a client call.
- Keep template selection available for human review.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice email follow-ups.
- 3In one instruction, ask Notis to retrieve Elorus email templates when the transcript includes an invoice email commitment and report the options without sending anything.
- 4Pick Fireflies Transcription Complete and choose where run reports go.
- 5Test with a transcript that includes a clear promise to email invoice information.
Questions about this workflow
Will this send an email to the client?
No. It retrieves templates only. Sending an invoice email requires a separate action and appropriate contact details.
Can it choose the right template?
It can report available templates and the meeting context. Review the choice before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Elorus. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcript is complete.
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.
Fireflies and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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