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Integrate Elorus with your AI CRM

Elorus is an online invoicing and time-tracking software designed for freelancers and small businesses to manage their finances and projects efficiently.

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Explore Triggers and Actions

Create Invoice

Creates a new invoice or receipt in Elorus. Invoices are automatically saved as drafts by default and use the 'initial' calculation mode (amounts specified before taxes). Required: issue_date, currency_id (currency code like 'INR', 'EUR', 'USD'), client_id (from contacts), kind ('invoice' or 'receipt'), series_id (document type ID), and at least one line item. Use ELORUS_GET_CONTACTS to obtain valid client_id values, and check existing invoices for valid currency codes and series_id (documenttype) values in your organization.

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Create Product

Create a new product or service in Elorus. Use this to add items to your product catalog with pricing, tax settings, and inventory management options.

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Email Invoice

Tool to email an existing invoice to specified contacts. Use after generating an invoice and obtaining contact IDs.

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Get Bills

Retrieve a paginated list of bills (expenses/purchases) from Elorus. Supports filtering by supplier, date range, status, and text search. Use this to view and manage bills created in your organization.

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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.'

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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.

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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.

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Get Estimates

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

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Get Invoices

Retrieves a paginated list of invoices from Elorus with flexible filtering options. Use this tool to: - List all invoices or filter by client, status, date ranges, currency, or tags - Paginate through large invoice lists - Sort invoices by various fields - Search for specific invoice numbers The response includes invoice summaries with key details like client name, amounts, dates, and status, making it suitable for dashboard views, reports, and bulk operations.

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Get Products

Tool to retrieve a list of products/services with optional filtering, sorting, and pagination. Use when you need to fetch products for reports, UI lists, or inventory management.

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Get Taxes

Tool to retrieve a list of taxes. Use after authentication to list taxes with optional filters.

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Get Templates

Retrieves document templates used for formatting invoices, estimates, credit notes, and other business documents in Elorus. Templates define the visual layout, language, company branding, and default terms/notes for generated documents. Use this to list available templates, identify the default template, or get template IDs for document creation.

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Update Contact

Update an existing contact in Elorus by ID. Allows modifying contact details such as name, company, addresses, and communication preferences. Use this tool when you need to: - Update contact information (name, company, VAT number) - Modify contact addresses, emails, or phone numbers - Change contact type (client/supplier status) - Update language or currency preferences Note: At least one of first_name, last_name, or company must be provided in the update.

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How the Elorus integration works

The Elorus integration connects your Dench AI CRM directly to Elorus, so agents can read and act on your Elorus data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

13 actions are available for agents to invoke on your behalf. Every call runs through Elorus's own authorization, scoped to the account you connect.

Set up Elorus in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Elorus and click Connect — you'll authorize access through Elorus's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Elorus in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Elorus integration work with Dench?

The Dench Elorus integration connects your AI CRM to Elorus, so AI agents can work with your Elorus data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Elorus via Dench?

The Elorus integration currently exposes 13 actions, including Create Invoice, Create Product, Email Invoice, Get Bills, Get Contacts, and Get Credit Notes. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Elorus to Dench?

No. You connect Elorus from your Dench workspace using Elorus's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Elorus integration secure?

Connections are authorized through Elorus's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Elorus connection from your workspace settings at any time.