Skip to content
Notis

Bring company research into a current Elorus contact profile

Use Agenty to check company details, then retrieve the current Elorus profile for the contact you have confirmed.

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Billing follow-up can begin with outdated assumptions about a client record when the latest contact details are not at hand.

  • Retrieve current details for one confirmed Elorus contact.
  • Compare available profile information with researched company context.
  • Prepare a contact update only after confirming the specific change.

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 instruct Notis to research the company and retrieve the current details for a contact ID you provide.
  • 3Choose the webhook trigger and select where run reports should go.
  • 4Ask Notis to flag mismatches and request confirmation before any contact update.
  • 5Test with one known contact and verify the returned profile.

Questions about this workflow

Does this find a contact ID automatically?

The action retrieves one contact by ID. First use contact search or provide a confirmed ID.

Does it update the record?

No. It retrieves the current details for review. A separate update action is available if you confirm changes.

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.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Get Contacts

Retrieve your contacts.

ActionInstant

Get Credit Notes

Retrieve credit notes.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.