Check invoice email templates when account details change
Make sure the billing team can find the right customer email template when account context changes.
Trigger
Account Created or Updated
Triggers when an account is created or updated.
Action
Get Email Templates
Retrieve the email templates in your organization.
Why this helps
The correct invoice message can be overlooked when account preferences or billing contacts change.
- Makes configured email templates easier to review
- Supports consistent billing communication
- Prompts a person to confirm customer-specific messaging
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to retrieve available email templates and report relevant options.
- 3Pick the Salesforce Account Created or Updated trigger.
- 4Choose where run reports should go.
- 5Test with one account update and review the template list.
Questions about this workflow
Does this email an invoice?
No. It lists email templates. Sending an invoice is a separate action and requires the invoice and intended contacts.
Can it know which template the customer prefers?
Only if that preference is supplied in the Salesforce record or instruction. Otherwise, it should present available templates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elorus. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an account is created or updated.
CREATE_PRODUCT
Create a product or service in the catalog.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Email Invoice
Email an existing invoice to selected contacts.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New Contact Trigger
Triggers when a new contact is created.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Lead Trigger
Triggers when a new lead is created.
Get Contacts
Retrieve your contacts.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Salesforce and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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