Keep campaign client details easy to find
Reduce repeated lookups by receiving a scheduled reference of active billing contacts.
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
Switching between campaign work and billing records to look up client details interrupts delivery work.
- Retrieve active contact records in batches.
- Summarize returned client details in run reports.
- Make recurring client reference checks easier to find.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve a specified page of active Elorus contacts and summarize details relevant to campaign administration.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real page of active contacts and check the summary.
Questions about this workflow
Will this return every contact in one run?
The action retrieves contacts in batches. Specify the page or have the instruction handle pagination as needed.
Can it determine which contacts have active Adrapid campaigns?
Only if that relationship is provided in the request or available data. The workflow should not assume a campaign-client mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Elorus. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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