Check campaign contacts before billing
Check whether a supplied campaign contact is already in Elorus before starting related billing work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Looking up a client by hand before billing adds another search step and can lead to duplicate or mismatched records.
- Retrieve Elorus contact records for a supplied contact search.
- Review possible matches before using a contact for billing.
- Reduce repeated manual searches between campaign and finance work.
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 search Elorus contacts using the details supplied with the campaign request.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real contact and confirm the returned match.
Questions about this workflow
Does this create a new Elorus contact if none is found?
No. The selected action retrieves contacts only. It can report that no suitable match was returned.
Does AimTell send contact details to this workflow automatically?
No AimTell trigger events are listed. The webhook must receive the contact details in its request.
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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