Review estimates alongside updated planning documents
When a relevant planning document changes, bring the estimate records into your review.
Trigger
Document Search Update
Triggers when a document matching your search is created or updated.
Action
Get Estimates
Retrieve estimates.
Why this helps
A project document may change while the matching estimate remains buried in a separate tool.
- Use relevant document changes as a cue for estimate review.
- Keep planning information close to estimate records.
- Retrieve estimates without changing or sending them.
Setup
Build it in a few focused steps.
- 1Connect Google Super and Elorus once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, define which matching documents matter and how their details should guide the estimate search.
- 4Pick the Document Search Update trigger and choose where run reports should go.
- 5Test with one real matching document update and review the returned estimates.
Questions about this workflow
Does the trigger include the full document history?
It detects matching documents that are newly created or updated since the last poll. Provide any history needed for your review in your instruction.
Will it email or approve an estimate?
No. The action retrieves estimates for review only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Elorus. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate calculation in a spreadsheet changes.
CREATE_PRODUCT
Create a product or service in the catalog.
Attendee Response Changed
Triggers when an attendee accepts, declines, or tentatively responds to an invitation.
Email Invoice
Email an existing invoice to selected contacts.
Cell Range Values Changed
Triggers when values change in a specified spreadsheet range.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Comment Added (Docs/Sheets/Slides)
Triggers when someone adds a comment to a document, sheet, or presentation.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Conditional Format Rule Changed
Triggers when spreadsheet conditional formatting rules are added, changed, or removed.
Get Contacts
Retrieve your contacts.
Data Validation Rule Changed
Triggers when spreadsheet data validation rules change.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Super and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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