Review available Elorus invoice email templates
Know which email templates are available before the next billing follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Email Templates
Retrieve the email templates in your organization.
Why this helps
Teams can lose time checking which invoice email templates are available when preparing customer communication.
- Keep available templates visible in a recurring report.
- Reduce repeated searching before invoice follow-up.
- Give the team a clear reference for review.
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 available Elorus email templates and summarize the options for invoice communication.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned template list.
Questions about this workflow
Does this send an email using a template?
No. It retrieves and summarizes available templates.
Can I trigger it from a HubSpot event instead?
This workflow uses a recurring Notis schedule. The available HubSpot events are contact creation and deal stage updates.
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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