Review Elorus estimates as deals move forward
Keep proposal and deal context together when an opportunity changes stage.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get Estimates
Retrieve estimates.
Why this helps
Estimates can become hard to track when sales progress happens in HubSpot and proposals live in Elorus.
- Prompt an estimate check at a deal milestone.
- See likely related estimates in a run report.
- Spot opportunities that may need proposal follow-up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Ask Notis to retrieve Elorus estimates related to a HubSpot deal whenever its stage changes and summarize likely matches.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where run reports should go.
- 5Test with one real deal that has a known estimate.
Questions about this workflow
Will this create or send an estimate?
No. It retrieves estimates and reports likely matches.
What if there are several estimates?
Ask Notis to list the candidates and flag the match for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Elorus. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Fires when a contact is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
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.
Hubspot and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.