Find the Elorus estimate connected to a Salesforce opportunity
Keep sales conversations moving by finding the estimate that belongs with an updated opportunity.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Get Estimates
Retrieve estimates.
Why this helps
Estimate history can be hard to find when a deal changes and the proposal lives in a separate billing system.
- Finds relevant estimates when deal context changes
- Makes proposal history easier to retrieve
- Helps sales and finance discuss the same document
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to search estimates using the opportunity's client and available identifiers.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where run reports should go.
- 5Test with one opportunity that has a known estimate.
Questions about this workflow
Will this create a new estimate?
No. The selected action retrieves existing estimates and reports likely matches.
What if there are several estimates for one client?
Ask Notis to summarize the candidates with their dates, statuses, and relevant identifiers so the owner can choose the correct one.
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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