13 available actions
What your AI agent can do in Elorus
Elorus is an online invoicing and time-tracking software designed for freelancers and small businesses to manage their finances and projects efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 13 actions.
Common starting points
- Get Email TemplatesTool to retrieve a list of email templates.
- Get BillsRetrieve a paginated list of bills (expenses/purchases) from Elorus.
- Create InvoiceCreates a new invoice or receipt in Elorus.
- Update ContactUpdate an existing contact in Elorus by ID.
- Email InvoiceTool to email an existing invoice to specified contacts.
- CREATE_PRODUCTCreate a new product or service in Elorus.
Browse all 13 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 9 actions
- Get BillsRetrieve a paginated list of bills (expenses/purchases) from Elorus.
- Get ContactsTool to retrieve a list of contacts.
- Get Credit NotesTool to retrieve a list of credit notes.
- Get Email TemplatesTool to retrieve a list of email templates.
- Get EstimatesTool to retrieve a list of estimates.
- Get InvoicesRetrieves a paginated list of invoices from Elorus with flexible filtering options.
- Get ProductsTool to retrieve a list of products/services with optional filtering, sorting, and pagination.
- Get TaxesTool to retrieve a list of taxes.
- Get TemplatesRetrieves document templates used for formatting invoices, estimates, credit notes, and other business documents in Elorus.
Create & communicateCreate records or send supported messagesView 1 action
- Create InvoiceCreates a new invoice or receipt in Elorus.
Update & manageChange and manage existing recordsView 1 action
- Update ContactUpdate an existing contact in Elorus by ID.
Other actionsSpecialist and administrative actions.View 2 actions
- CREATE_PRODUCTCreate a new product or service in Elorus.
- Email InvoiceTool to email an existing invoice to specified contacts.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Elorus
How does the agent connect to Elorus?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Elorus?
The page above lists the 13 actions currently available through the Elorus connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Elorus included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Elorus is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Elorus to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.