Keep an inventory of Elorus document templates
See the document templates available in Elorus without repeating a manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Retrieve templates for invoices, estimates, and other business documents.
Why this helps
A missing view of available templates can slow down recurring billing work.
- Keep a current reference of available templates.
- Reduce interruptions caused by searching for a document option.
- Share a compact report with the billing team.
Setup
Build it in a few focused steps.
- 1Connect 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 the available Elorus document templates and summarize them in a reference report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the list is useful.
Questions about this workflow
Does this generate an invoice or estimate?
No. It retrieves document templates only.
Can it tell which template is best?
It can organize the available options, but your instruction should provide the criteria for any recommendation.
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
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