Find Elorus document templates from Slack
Bring the template list into the conversation so document setup questions do not take over the next focus block.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get Templates
Tool to retrieve a list of document templates. use when you need to list and paginate available templates.
Why this helps
Finding the right document template can break focus when the list lives in a separate app.
- Make template searches available from Slack.
- Reduce the steps needed to locate document options.
- Give the team a shared response to a recurring setup question.
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 to find Elorus templates from Slack requests.
- 3Describe in one plain-language instruction how Notis should search and present matching templates, asking for clarification when the document type is unclear.
- 4Select the Slack channel message trigger and choose a run-report channel.
- 5Test with a known template request.
Questions about this workflow
Does this apply a template to a document?
No. It retrieves templates for the team to review.
What if the request just says 'template'?
The instruction can ask Notis to request the missing document type before searching.
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
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