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Notis

Check extracted resume details against Elorus contacts

When an applicant document contains client or contractor details, check whether a corresponding Elorus contact may already exist.

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

Re-entering a person who is already in the contact list can create duplicate records and extra cleanup.

  • Use extracted identifying details to guide a contact lookup.
  • Retrieve current details for a possible existing contact.
  • Keep the decision to use or create a contact with a person.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Elorus once in the Notis portal.
  • 2Create an automation that uses extracted identifying details to search Elorus contacts, retrieves current details for a likely match, and reports the result for review.
  • 3Choose the notis_webhook trigger so an HTTP request can start the automation.
  • 4Choose where Notis should send run reports.
  • 5Test with one document and a contact you can verify.

Questions about this workflow

Does this create a contact?

No. The selected action retrieves a list of contacts. This workflow helps review possible matches and does not create or update contact records.

Can it guarantee there is no duplicate?

It can only assess the contact results returned and the identifying details provided. A person should review uncertain matches.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda 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.

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

When this happens · Trigger

Do this · Action

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