Review Elorus contacts used for certificate billing
Get a recurring view of the billing contacts you care about, with the criteria and certificate program context you supply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Finding the right billing contact can interrupt certificate operations when client records need a separate, manual review.
- Retrieve Elorus contacts in a recurring review.
- Ask Notis to summarize records using your supplied names, identifiers, or review criteria.
- Keep the report in a chosen channel for easier follow-up.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Elorus once in Notis.
- 2Create an automation for a recurring certificate billing contact review.
- 3Tell Notis which clients or contact details to review and what information to summarize.
- 4Choose the Notis schedule trigger and where run reports should go.
- 5Test with one real run and check that the contact criteria match the intended clients.
Questions about this workflow
Does this create or update contacts?
No. It retrieves a list of Elorus contacts for review. Updating a contact requires a separate action and a specific contact ID.
How does Notis know which contacts relate to certificates?
Provide client names, identifiers, or other criteria that can be checked against returned contact data. Missing relationships cannot be inferred.
Can I run this only when a certificate is issued?
This version uses a recurring Notis schedule because Accredible certificates has no trigger events in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Elorus. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Accredible certificates and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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