ceven

Elorus

Syncs your project time and billable hours into professional invoices, sends them to clients automatically, and tracks every credit note and bill in your books.

Try Elorus in Ceven

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Why use Ceven?

  1. AI native Elorus integration

    • Describe the outcome and Ceven picks the right Elorus calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Elorus data, across all 13 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Elorus access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Elorus, when, and on whose behalf.
    • The agent pauses and asks when Elorus is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Elorus.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Elorus action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Elorus, and when to use it.

Create Invoice
Use this when you have gathered all line items and client details to generate a new billable document.
Create Product
Use this to add a new service or physical item to your Elorus product catalog for future billing.
Email Invoice
Send a generated invoice to specific client contacts using their email address on file.
Get Bills
Pull a list of all bills with optional filters to track outgoing expenses.
Get Contacts
Fetch client and company contacts in batches to populate a mailing list or audit records.
Get Credit Notes
Retrieve credit notes filtered by date range or currency to handle client refunds.
Get Email Templates
Pull the existing list of email templates available for sending invoices and reminders.
Get Estimates
List all pending or approved estimates to determine which projects are ready for invoicing.
Get Invoices
Pull a list of all invoices using pagination and filters to find unpaid or overdue accounts.
Get Products
Fetch the full list of products and services for reporting or to populate a new invoice.
Get Taxes
Retrieve the configured tax rates to ensure compliance on new invoices.
Get Templates
List all available document templates to ensure the correct layout is used for a client.
Update Contact
Modify the details of an existing contact by ID when a client changes their address or email.

13 actions · scroll to see them all

Frequently asked questions

Ceven does not calculate taxes internally but instead pulls the exact tax configurations you have already set up within your Elorus account. When a workflow triggers the creation of an invoice, the agent calls the Get Taxes action to retrieve the current rates. It then maps the appropriate tax code to the line items based on the product category or client location. This ensures that your billing remains compliant with your local laws and that the totals match what you see in your Elorus dashboard. You can update your tax rates directly in Elorus, and Ceven will reflect those changes in the very next invoice it generates.
Yes. You can build a workflow that starts with a trigger like a project completion date in your project management tool. Ceven then uses Elorus to pull the client contact, look up the specific product or service price, and create the invoice. Once created, the agent can automatically select an email template and send the invoice to the client. You can also add a human in the loop step where the agent sends you a Slack message for approval before the email is actually sent. This removes all the manual data entry usually associated with monthly billing cycles.
If the agent attempts to create an invoice and finds that the contact is missing, it will first run a search using the Get Contacts action. If no match is found by name or email, the workflow can be configured to pause and alert you or use a separate contact creation step if you have provided the necessary details in the trigger event. We recommend keeping your Elorus contact list as the source of truth, but the agent is capable of flagging missing data so you can fix it before a billing error occurs.
Ceven respects the API rate limits set by Elorus to ensure your account remains in good standing. One specific quirk of the Elorus API is that it uses strict pagination for lists like invoices and contacts. If you have thousands of records, the agent must make multiple sequential calls to fetch the full dataset. For very large accounts, this means a report on all overdue invoices might take a few extra seconds to compile as the agent walks through each page of data. We handle this cursor logic automatically so you do not have to worry about missing records.
Absolutely. You can use the Create Product action to add new services or items to your catalog without leaving your workflow. This is particularly useful if you frequently launch new service packages or adjust your offerings. You can set up a workflow where a change in your pricing sheet triggers an update to your Elorus products. The agent can also pull the current list of products to ensure that the items being added to an invoice are current and correctly priced, preventing the common error of using outdated rates on a client bill.
Ceven uses the Get Email Templates action to see which layouts you have configured in Elorus. When the workflow reaches the Email Invoice step, the agent can select a template based on the client type or the nature of the invoice. For example, you can set a rule that uses a friendly template for long term retainers and a more formal template for one off projects. The agent populates the template with the specific invoice ID and contact details, ensuring a professional look while maintaining the speed of automation.
Yes, Ceven can retrieve and track credit notes using the Get Credit Notes action. While the current integration focuses heavily on the creation and delivery of invoices, you can build workflows to monitor for issued credit notes and trigger a notification to your accounting team. This allows you to keep a close eye on how much revenue is being reversed and ensures that credit notes are applied to the correct client accounts. It provides a full loop of financial visibility from the initial estimate to the final payment or refund.
That is exactly where Ceven excels. Because the agent can read from Elorus and write to other apps, you can create a workflow that pulls a list of unpaid invoices every Monday morning and posts a summary to a Slack channel. Alternatively, you can mirror your Elorus bill list into a Google Sheet for a high level financial overview. By connecting the read actions of Elorus to the write actions of your other tools, you turn your invoicing software into a data source that powers your entire business operation.

Alternatives to Elorus

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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Plug Ceven on top of the tools you already run. Connect Elorus and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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