Find the right billing contact for an organization
Give Notis an Affinity organization and it can search Elorus for likely billing contacts to review.
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
The person who manages a relationship in Affinity may not be the person who receives invoices.
- Separate relationship ownership from invoice recipient lookup.
- Find likely existing billing contacts before asking a client again.
- Keep ambiguous matches visible for review.
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 organization in the incoming Affinity request and summarize likely billing contacts and any ambiguity.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real organization and confirm the candidate contacts are useful.
Questions about this workflow
Does Affinity always show who receives invoices?
Not necessarily. This workflow searches Elorus contacts using the organization context and reports possible matches.
Will it email the contact?
No. It only retrieves and summarizes contact records.
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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