Check for an Elorus contact before billing a prospect
Avoid duplicate client records by checking Elorus when a prospect is ready for a billing handoff.
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
A researched lead can look like a new client until someone checks the billing system for an existing contact.
- Check for an existing contact before creating a billing record.
- Review returned contact details alongside prospect information.
- Keep potential matches visible for a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search Elorus contacts using the prospect details in the incoming request and report possible matches with their current details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect, including a case where a contact may already exist.
Questions about this workflow
Does this workflow create or update a contact?
No. It retrieves contacts for review. Updating a contact requires a separate action and clear instructions.
Can it guarantee a match from an email address?
The available event description says Elorus retrieves a list of contacts. Ask Notis to report the returned information and flag uncertainty rather than assume an exact-match capability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Elorus. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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