Keep billing contacts current after client changes
Give Notis the confirmed client changes and let it update the matching Elorus contact after checking current details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Contact
Update an existing contact’s details.
Why this helps
Outdated billing details create avoidable delays and corrections later in the invoicing process.
- Reduce repeated contact edits
- Check current contact information first
- Keep billing records closer to client updates
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 current Elorus contact, compare it with confirmed client changes in the request, and update only the approved details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact change and verify the updated record.
Questions about this workflow
Will it guess which fields to change?
No. Provide the confirmed changes and ask Notis to update only those details.
Why retrieve the contact first?
The existing contact provides current context to check before making an update.
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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