Search Elorus invoice history from Slack DMs
Keep a private billing question moving with a targeted invoice search based on the client details already in the message.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Invoices
Tool to retrieve a list of invoices. use when you need to list invoices with filtering and pagination options.
Why this helps
Invoice history questions often arrive mid-task and make it easy to lose the thread while searching for records.
- Search invoice history from a direct message request.
- Use client and reference details already shared privately.
- Return matches for quick review and response.
Setup
Build it in a few focused steps.
- 1Connect Slack and Elorus to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally for invoice searches from Slack DMs.
- 3Write one plain-language prompt telling Notis to search Elorus invoices based on the request and clarify if the client is ambiguous.
- 4Select the Slack direct message trigger and choose where run reports should be sent.
- 5Test with a client who has a known invoice history.
Questions about this workflow
Will the workflow create a new invoice?
No. It searches existing invoices and reports matching records.
Can it handle a client with multiple invoices?
The instruction can ask Notis to return relevant matches and summarize the identifying details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Elorus. A trigger fires from one place; an action lands in another.
Slack triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CREATE_PRODUCT
Tool to create a new product or service in elorus. use when you need to add or configure items/services in your product catalog.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Email Invoice
Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Bills
Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Credit Notes
Tool to retrieve a list of credit notes. use when you need to fetch credit notes filtered by page, contact, date range, or currency.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Email Templates
Tool to retrieve a list of email templates. use when you need to fetch and page through existing templates in the organization.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
Connect any two apps with Notis in the middle.
Slack 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.