Add newly approved services to Elorus
When a client call leads to a clearly approved new service, capture it in the Elorus catalog using details supplied in the conversation or your instruction.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
CREATE_PRODUCT
Create a product or service in the catalog.
Why this helps
New offerings discussed with clients may not make it into the catalog, slowing down later invoice preparation.
- Move an approved service into the catalog while the decision is fresh.
- Avoid creating catalog entries from exploratory discussion alone.
- Flag missing item details for completion before creation.
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 approved service additions.
- 3In one instruction, ask Notis to create a catalog item only when the transcript clearly approves a new service and all required item details are present; report missing information otherwise.
- 4Choose Fireflies Transcription Complete and where run reports go.
- 5Test with a transcript that clearly approves a service and includes its setup details.
Questions about this workflow
Will a casual idea in a meeting create a catalog item?
The instruction should require explicit approval of the new service before creating anything.
What if price or description is not discussed?
Supply those details in your instruction or have Notis report what is missing for you to provide.
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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