Match job requests to Elorus contacts
Look up the billing contact from the job context and review possible Elorus matches before invoicing.
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 job records and accounting contacts can slow down billing and create uncertainty about the right client.
- Reduce context switching during client lookup.
- Review matching contacts before using them for billing.
- Make the lookup purpose clear in the run report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation that searches Elorus contacts using client context included in each request.
- 3Choose the webhook trigger and send a request when a contact lookup is needed.
- 4Choose a report channel and test with a real client lookup request.
Questions about this workflow
Will the workflow create or change contacts?
No. This workflow retrieves a list of contacts. It reports possible matches for review.
What starts the lookup?
An HTTP request starts it. AccuLynx has no listed trigger events, so a connected backend or external tool must send the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Elorus. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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