Integrations / Proposal & Invoice Management
Connect Elorus to WhatsApp: contacts and invoices by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Elorus once, then ask Flann to look things up in it or get work done in it, by text or voice note. Most owners open Elorus only when they have to. Flann changes that habit by bringing invoices, payments and balances into the chat you already keep open all day, so the money side of the business stops piling up for Sunday night.
13 actions in Elorus. 9 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Elorus
Send any of these on WhatsApp, in your own words. Flann finds the right Elorus action and fills in the details from the conversation.
“Show me my bills in Elorus.”
“Show me my contacts in Elorus.”
“Show me my invoices in Elorus.”
“Create an invoice in Elorus.”
“Update the contact in Elorus.”
What Flann can work with in Elorus
Elorus gives Flann 13 actions across 9 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | look upupdate | 2 |
| Invoices | createlook up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Elorus.
| Compare | In Elorus yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on ElorusYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about contacts | By hand, screen by screen | Only the look-ups someone built | 9 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 4 changes, made from a message |
| Elorus records | All of them, one screen at a time | Only the ones you wire up | 9 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Elorus API key, once |
YesPartlyNo
Step by step: Elorus jobs you can hand to Flann
Each step below names the Elorus action Flann actually runs.
Fix a contact without opening Elorus
- You message Flann on WhatsApp: “Change the contact in Elorus: here is what is different.”
- Flann runs
Get Contactsin Elorus and shows you what it found. - Flann runs
Update Contactin Elorus. - Flann makes the change in Elorus and confirms in the chat.
Create an invoice from a voice note
- You message Flann on WhatsApp: “Create an invoice in Elorus with these details.”
- Flann runs
Get Invoicesin Elorus and shows you what it found. - Flann runs
Create Invoicein Elorus. - Flann creates it in Elorus and confirms in the chat.
Get answers about your products
- You message Flann on WhatsApp: “What is the latest on our products in Elorus?”
- Flann runs
Get Productsin Elorus and shows you what it found. - Nothing in Elorus is changed: these are look-ups, so they run straight away.
Repetitive Elorus work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Matching payments to invoices
Today
Bank lines arrive in Elorus with vague references, and you match them against open invoices one at a time. A single partial payment can unravel the whole session.
With Flann
“Match this week’s bank payments to invoices in Elorus and flag anything that does not fit.”
Using amounts, names and references, Flann pairs each incoming payment in Elorus with the invoice it most likely settles. Partial payments and strays go on a separate list.
What you stop doing: No more scrolling bank lines hunting for the invoice they belong to.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to Elorus to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in Elorus?”
It checks Elorus straight away and tells you whether the payment is in, when it arrived and what is still open.
What you stop doing: Checking a single payment no longer means a trip to the laptop.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Elorus
- In Flann, go to Connectors and find Elorus.
- Paste your Elorus API key into the secure form Flann opens. You will find the key in your Elorus account settings.
- From then on, message Flann on WhatsApp. It works in Elorus whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Elorus. You can disconnect Elorus from Connectors at any time.
Ways to use Elorus with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Elorus in plain words, on your phone, between customers.
Find the slow payers
Ask which customers pay late. Flann reads the history in Elorus and gives you the short list, so you decide who gets a nudge.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Elorus, before you answer.
Everything Flann can do in Elorus
The full list of Elorus actions available to Flann once you connect it.
Looks up 9
- Get Bills
- Get Contacts
- Get Credit Notes
- Get Email Templates
- Get Estimates
- Get Invoices
- Get Products
- Get Taxes
- Get Templates
Changes 4
- Create Invoice
- CREATE_PRODUCT
- Email Invoice
- Update Contact
More Proposal & Invoice Management apps Flann works with
Common questions
What can Flann do with contacts in Elorus?
Flann can look up and update contacts in Elorus, using 2 actions (Get Contacts, Update Contact). Looking up runs straight away and changes nothing. The other actions create or change contacts in Elorus.
What can Flann do with invoices in Elorus?
Flann can create and look up invoices in Elorus, using 2 actions (Create Invoice, Get Invoices). Looking up runs straight away and changes nothing. The other actions create or change invoices in Elorus.
How does Flann connect to Elorus?
Open Connectors in Flann, choose Elorus and paste your Elorus API key into a secure form. You will find the key in your Elorus account settings. Once it is connected, Flann can use 13 actions in Elorus.
Can I use Elorus from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Elorus for you. You do not need to open Elorus.
Which Flann plan do I need for Elorus?
Any of them. Every Flann plan includes Elorus and every other app.