Check available Elorus taxes after a billing discussion
When a call raises a tax question, bring the available Elorus tax records into the follow-up so the decision is easier to verify.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Tax questions from a client call can be hard to resolve when the meeting notes and available billing options live in separate places.
- Retrieve current tax options when a transcript contains a billing tax question.
- Keep the discussion context near the available Elorus records.
- Leave tax selection for human review when the transcript does not settle it.
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 tax follow-up.
- 3In one instruction, tell Notis to retrieve Elorus taxes only when the transcript raises a tax question and report the question with the available options for review.
- 4Pick Fireflies Transcription Complete and choose where run reports go.
- 5Test with a real transcript that contains a tax-related question.
Questions about this workflow
Will Notis choose a tax rate for an invoice?
This workflow retrieves tax records and reports context. Have a person confirm which tax applies.
What if the meeting does not mention taxes?
The instruction can tell Notis to take no action unless the transcript raises a tax question.
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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