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Notis

Check Elorus invoice status from Slack

Respond to invoice questions with a focused Elorus search instead of pausing to navigate through billing screens.

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 Invoices

Tool to retrieve a list of invoices. use when you need to list invoices with filtering and pagination options.

Why this helps

Answering a simple invoice question often means leaving the discussion, locating the record, and then returning to explain it.

  • Handle invoice lookups close to the original question.
  • Search using available identifiers such as client name or invoice reference.
  • Summarize matching results to make follow-up easier.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Elorus to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally to answer Slack invoice lookup requests.
  • 3Write one plain-language instruction to search Elorus invoices using the identifiers in the message and report matching results; ask for clarification when the search is ambiguous.
  • 4Select the Slack channel message trigger and choose the run-report channel.
  • 5Test with a real invoice reference and verify the response against Elorus.

Questions about this workflow

Does this workflow send or create invoices?

No. It searches Elorus invoices and reports matches.

Can it work with a client name instead of an invoice number?

The prompt can instruct Notis to search using the information present and report multiple matches when needed.

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.

TriggerScheduled

Create Invoice

Tool to create a new invoice. use after gathering all invoice details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Email Invoice

Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Get Bills

Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.'

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Get Estimates

Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.

ActionInstant

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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