Verify a client record before billing
Compare source research with the current contact record before using it for an invoice.
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
Billing from an outdated or mistaken contact record creates avoidable cleanup.
- Review current details for a selected contact.
- Compare web research against the existing record.
- Pause for confirmation when details conflict.
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: gather client identifiers from the supplied website, find possible Elorus contacts, ask me to select the match, then retrieve that contact's current details for comparison.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and verify the selected contact details in Elorus.
Questions about this workflow
Will it update the contact record?
No. It retrieves current details for comparison and does not change the contact.
Can it select the contact without my input?
It can report possible matches, but the instruction should ask you to confirm the contact before fetching details for that record.
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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