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Find the right Elorus contact for an IoT inquiry

Start with the inquiry you already received and quickly find the client record you need for the next billing step.

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

Switching from a project inquiry to accounting can stall when you have to search client records manually.

  • Reduce manual searching between inquiry details and client records.
  • Use supplied contact clues to search Elorus.
  • Flag ambiguous matches instead of picking one silently.

Setup

Build it in a few focused steps.

  • 1Connect Adafruit IO and Elorus once in the Notis portal.
  • 2Create an automation in Automations, then New Automation, and name it for client lookup.
  • 3Tell Notis to use the incoming IoT inquiry details to retrieve and summarize likely Elorus contact matches, asking for more identifying information if the result is ambiguous.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real inquiry webhook containing a known client identifier.

Questions about this workflow

Will this create a contact?

No. This workflow uses the Get Contacts action to retrieve contacts and identify likely matches.

What if there are several similar contacts?

The automation should show the ambiguity and request a distinguishing detail rather than assume which contact is correct.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adafruit IO to Elorus. A trigger fires from one place; an action lands in another.

Adafruit IO triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

Adafruit IO and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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