Keep a client contact current with verified research
Review source details beside the existing record and confirm before updating Elorus.
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Outdated client details can add friction to every billing task that follows.
- Compare new source information with current contact details.
- Review proposed edits before changing a record.
- Update a contact you identify after confirming the match.
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 contact details from the supplied website, identify and retrieve the Elorus contact I select, show proposed edits, then update the contact only after I confirm.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and verify the updated contact in Elorus.
Questions about this workflow
Will it choose a contact automatically?
It can report possible matches, but should ask you to confirm the contact ID before applying an update.
Will it fill details the website does not show?
No. Missing values should remain unchanged or be requested from you, not invented.
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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