Check for an existing billing client before setup
A quick Elorus contact search can help you avoid starting a second billing record for the same client.
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
New client setup can create duplicates when one app uses a legal name and another uses a familiar name.
- Search before adding a billing contact manually.
- See possible name variations together.
- Avoid silently deciding that similar records are identical.
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 likely matches to the client in the incoming Affinity request and return candidates without creating or updating contacts.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real new client and review how similar names are handled.
Questions about this workflow
Does this remove duplicate contacts?
No. It searches for and reports likely matches so you can decide what to do.
What if legal and display names differ?
Supply known aliases or company names in the request, and ask Notis to explain why each result may match.
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
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