Reconcile campaign contacts with Elorus
Make contact review part of a recurring campaign closeout, with a clear list of matches and uncertainties.
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
When campaign contact details and finance records are reviewed separately, founders can lose time checking who is already on file.
- Retrieve Elorus contacts in batches for a scheduled review.
- Compare only against campaign contact context supplied to the automation.
- Flag uncertain matches for manual review.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Elorus once in Notis.
- 2Create an automation in Automations, New Automation, and instruct Notis to retrieve Elorus contacts and compare them with the campaign contact context you provide.
- 3Pick the cron schedule and choose where run reports should go.
- 4Test with one real campaign contact list and verify the matches.
Questions about this workflow
Can Notis fetch AimTell subscribers automatically?
AimTell trigger events are not available in this package. Provide the campaign contact details as context for the scheduled review.
Will the workflow modify contact records?
No. Get Contacts retrieves contact records for comparison and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Elorus. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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