Carry approved Agile CRM contact changes into Elorus
Send the intended contact change with the Elorus contact ID, and let Notis update the record after checking its current details.
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
Keeping customer details aligned across sales and billing tools often means repeating the same edits.
- Reduce duplicate contact editing.
- Review current Elorus details before applying a change.
- Keep updates tied to a clear request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to retrieve the specified Elorus contact, apply only the contact changes supplied in the request, and report any ambiguity.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real contact change request.
Questions about this workflow
What is required to identify the Elorus contact?
Include the Elorus contact ID in the request. Notis should report if the ID or requested changes are unclear.
Does Agile CRM expose a contact trigger here?
No. The workflow starts with a Notis webhook request carrying the intended change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Elorus. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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