Keep Elorus client details aligned with Agiled corrections
A confirmed CRM correction can reach the accounting contact record without another round of manual re-entry.
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
Client details can diverge between CRM and accounting when updates are copied over inconsistently.
- Reduce repeated entry of corrected client information.
- Tie the update to a specific Elorus contact ID.
- Create a report that confirms the attempted change.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update the specified Elorus contact using the confirmed corrected details in the webhook request, and stop if the contact ID or required details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real correction and verify the contact record.
Questions about this workflow
Does this find the Elorus contact by name?
The update action requires an existing contact ID. Include the ID or use a separate lookup step to identify the right contact.
Does Agiled provide a CRM correction trigger?
No source events are listed. Use a Notis webhook request containing the confirmed correction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Elorus. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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