Keep Elorus contact details in sync with ActiveTrail
When contact details change in your ActiveTrail process, send the update to Notis with the matching Elorus contact ID and refresh the existing record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Contact
Update an existing contact’s details.
Why this helps
Customer details collected during campaign work can remain stale in the billing system, leading to avoidable lookup and correction work.
- Refresh an existing Elorus contact from supplied contact information.
- Avoid ambiguous matches by requiring the Elorus contact ID in the webhook.
- Receive a report when required fields are absent or an update cannot be made.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Elorus once in the Notis portal.
- 2In Automations, choose New Automation and give it a name and prompt.
- 3Tell Notis to update an existing Elorus contact using the Elorus contact ID and new details supplied in the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact update that includes the Elorus contact ID.
Questions about this workflow
Does this create a new Elorus contact?
No. The selected action updates an existing contact. A matching Elorus contact ID must be supplied.
Can Notis match contacts by email if there is no ID?
Do not rely on email matching for this workflow. Include the Elorus contact ID so the intended record is unambiguous.
Will it update every field from ActiveTrail?
Tell Notis which supplied details to update, and test with a real example. Do not send fields that should not change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Elorus. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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