Bring current Elorus client details into job review
Get the contact record by ID when a job needs a precise client detail check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
A client name alone may not be enough when you need to verify the exact accounting contact record.
- Retrieve current details for a specific contact record.
- Avoid relying on a name-only match.
- Keep the client check associated with its initiating request.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation that retrieves the Elorus contact identified by ID in a request.
- 3Choose the webhook trigger and send a request with the contact ID and job context.
- 4Choose a report channel and test with a real contact ID.
Questions about this workflow
Can it find the ID from a client name?
This action retrieves one contact by ID. Use the contact list lookup first if the ID is not known.
Is the trigger an AccuLynx event?
No. The workflow starts when an external tool or backend sends it an HTTP 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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