Confirm the right billing contact first
Look up Elorus contact records from a client billing request before an invoice goes out.
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
An otherwise ready invoice can stall while you search for the correct recipient and account details.
- Reduce contact lookup time
- Catch uncertain recipient details before invoicing
- Make billing follow-up easier to resume
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 likely Elorus contact from the client details in each webhook request and report any ambiguous matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client request and verify the contact before using it for billing.
Questions about this workflow
Will it update a contact automatically?
No. This workflow retrieves contacts for review. Updating a contact requires a separate action and confirmed changes.
What if several contacts look similar?
Ask Notis to report ambiguity so you can confirm the correct contact before using it.
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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