Skip to content
Notis

Find the right Elorus contact from an event request

Turn a client lookup request into a focused Elorus contact search before billing work begins.

Trigger

Webhook received

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

Action

Get Contacts

Retrieve your contacts.

Why this helps

Switching between event context and the billing system to identify a client adds friction to routine follow-up.

  • Bring contact lookup into an existing event driven process.
  • Use returned contact details to inform the next billing step.
  • Reduce manual searching through contact lists.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Elorus once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to search Elorus contacts using the identifying details included in the request and report likely matches.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real request using a known contact.

Questions about this workflow

Does this create an invoice?

No. It retrieves Elorus contacts and reports matches. Invoice creation is a separate action that requires complete invoice details.

Can it find a contact from any Ably channel automatically?

Ably has no listed trigger events here. An external system must send an HTTP request to the Notis webhook with the lookup details.

What if multiple contacts match?

Ask Notis to show the distinguishing details from the returned results so you can identify the intended contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Elorus. A trigger fires from one place; an action lands in another.

Ably triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.