Review Elorus contacts on a schedule
Make a recurring client directory check easier to start and easier to finish.
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
Contact details become harder to trust when reviews are irregular and require repeated searching.
- Retrieve contacts in batches with requested sorting and status.
- Receive a concise review summary on a recurring schedule.
- Spot records that merit follow-up without browsing the directory manually.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis to retrieve a page of contacts with your requested status and sort order, then summarize the results.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test one run and confirm the requested contact page and sorting.
Questions about this workflow
Can this change contact details?
No. This workflow retrieves contacts for review. Updating a contact requires its ID and a separate update action.
Can the workflow review every contact at once?
The action retrieves contacts in batches. The instruction should specify the page or paging approach to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Elorus. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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