Find Elorus estimates from Slack
Keep proposal follow-up moving by bringing relevant Elorus estimates into the Slack conversation where they are needed.
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 Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
Why this helps
Estimate references can be hard to track across conversations, especially when several prospects are active.
- Search estimates without opening another application.
- Use client or reference details already present in the Slack request.
- Get matches back in context for faster follow-up.
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 estimate lookups from Slack.
- 3Describe in one plain-language instruction how Notis should search Elorus estimates from the Slack message and how it should handle uncertain matches.
- 4Choose the Slack channel message trigger and the channel for run reports.
- 5Test with a real estimate reference or client name.
Questions about this workflow
Does this create or email estimates?
No. The selected action searches existing Elorus estimates and reports results.
What if the message does not identify the estimate?
The instruction can have Notis ask for more information instead of selecting a potentially wrong estimate.
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.