Get the current client account details quickly
Use a webhook request to bring the right Elorus client record into view when a balance or billing question comes up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
Finding current billing details can interrupt a client conversation or delay a follow-up.
- Bring current client details into the workflow
- Reduce searching across apps
- Support faster billing follow-up
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve the Elorus contact identified by the ID in the request and summarize relevant current billing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real account request and confirm the contact ID.
Questions about this workflow
Does this action retrieve an account balance?
The listed action retrieves current contact details by ID. For invoices or bills, use the corresponding Elorus list action.
Can I identify a contact by name only?
The action is specified for one contact by ID. Include the confirmed Elorus contact ID in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elorus. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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