Check billing contacts before invoice setup
Before billing starts, ask Notis to search Elorus for the Affinity contact and summarize likely matches.
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 client may be present in your CRM but absent from the billing system, or listed there under a different name.
- Reduce duplicate contact creation.
- Surface likely name or organization mismatches.
- Get a concise result before preparing an invoice.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it in plain language.
- 3Ask Notis to search Elorus contacts for the person or organization in the incoming Affinity request and report likely matches without changing records.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real Affinity contact and verify the match summary.
Questions about this workflow
Will this add a missing contact to Elorus?
No. It retrieves contacts and reports whether a likely match exists.
What if several Elorus contacts look similar?
Ask Notis to list the likely candidates with distinguishing details and leave the choice to you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Elorus. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.