Confirm the billing contact before the handoff moves on
Find the right Elorus record while the campaign or deal context is still at hand.
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
Sales notes may identify a person or company without making it clear which billing contact already exists in Elorus.
- Reduce duplicate contact creation caused by rushed lookups.
- Return a concise match summary alongside the triggering context.
- Call out ambiguous or absent matches for a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search Elorus contacts using the company and contact details in each handoff, then summarize matches or missing records.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the contact match.
Questions about this workflow
Will this create a contact if none exists?
No. This workflow uses Get Contacts to find records and report the result; it does not create contacts.
What if several contacts match?
Ask Notis to show the distinguishing details and flag the match for review instead of selecting one silently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Elorus. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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