Get current Elorus client details for Agiled account reviews
Before a client conversation, bring the accounting contact details into the context you need for the account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
Preparing for a client conversation takes longer when billing contact details require a separate search.
- Reduce context switching before client reviews.
- Retrieve current details for one specified contact.
- Keep the summary grounded in returned Elorus information.
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 retrieve the current details for the specified Elorus contact and prepare a concise reference for the Agiled account review context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and verify the details in the report.
Questions about this workflow
Can it search for the contact automatically?
This action retrieves one contact by ID. Provide the ID or first identify the contact through a separate lookup.
Will it change the Elorus contact?
No. This action retrieves current contact details only.
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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