Match website research to an Elorus contact
Check whether a researched business already has a contact record before starting billing work.
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
Creating billing work is harder when you do not know whether a business already exists as a contact.
- Reduce duplicate contact creation.
- Compare researched company details with existing contact records.
- Surface possible matches for your confirmation.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: use AgentQL to gather the supplied company's name and identifiers, fetch Elorus contacts, and report possible matches for me to confirm.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and verify any suggested match in Elorus.
Questions about this workflow
Will it create a contact if none matches?
No. This workflow only fetches contacts and reports possible matches.
Can a company name alone confirm a match?
It can suggest a likely match, but you should confirm it against the current Elorus contact details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Elorus. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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