Match researched companies to Elorus contacts
Check company details with Agenty, then ask Notis to retrieve Elorus contacts so you can confirm the correct client record.
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
A familiar company name is not always enough to choose the right contact for billing.
- Compare researched company information with existing billing contacts.
- Reduce the chance of choosing a similarly named record.
- Find a client contact before starting an invoice workflow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and tell Notis to research the company and retrieve relevant Elorus contacts for your review.
- 3Choose the webhook trigger and select where run reports should go.
- 4Provide the company name or website and ask Notis to flag multiple possible matches.
- 5Test with one real company and confirm the matching contact in Elorus.
Questions about this workflow
Does this create or update a contact?
No. It retrieves contacts for review. Use the separate contact update action only when you have confirmed changes to an existing contact.
Can it identify a match from a company name alone?
It can surface likely matches, but ask it to flag ambiguity and compare available details before you select a billing contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Elorus. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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