Keep client contact reviews visible
Bring a fresh contact list into a scheduled review so active job billing has fewer stale lookup steps.
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
Client records are easy to leave unreviewed when checking them is a separate task with no prompt to return.
- Put contact review on a recurring cadence.
- Retrieve contact results in one run report.
- Use current job context to focus your review.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation to retrieve Elorus contacts using the filters you specify.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report channel and test with one real contact list request.
Questions about this workflow
Will this update contact records?
No. It retrieves a list of contacts for review. Updating a contact requires a separate action.
Can it check every current job automatically?
Only if job context is supplied to the automation. No AccuLynx trigger event is listed to fetch that context automatically.
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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