Bring Elorus contact review into your sales routine
Schedule a contact list review and let Notis summarize the returned records against your stated criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Contact details can be hard to review consistently when sales work spans separate tools.
- Set a regular time to review contact records.
- Use pagination to review contacts in manageable batches.
- Get a concise report based on stated criteria and returned details.
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, and set its name and prompt.
- 3Tell Notis which Elorus contacts to retrieve and what details to summarize, using only returned information.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real contact page and review the output.
Questions about this workflow
Does this synchronize Agile CRM contacts?
No. It retrieves Elorus contacts for review. No contact trigger or automatic cross-app matching is provided here.
Can I review every contact in one run?
Use pages and a defined scope. The contact action supports retrieving contacts in batches.
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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