Check client details before billing
Confirm the relevant Elorus contact details when a ClickUp discussion brings a client into the billing conversation.
Trigger
Task Comment Posted
Triggers when a comment is added to a task.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
A client name in a project conversation may not be enough to safely prepare billing.
- Make client verification part of billing preparation.
- Review current contact details before using them.
- Catch unclear or unmatched client references early.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and instruct Notis how to identify the contact from a comment and task context.
- 3Pick the ClickUp Task Comment Posted trigger.
- 4Choose a report channel and test with a comment that identifies a known client.
Questions about this workflow
What if there are multiple contacts with similar names?
Instruct Notis to report the possible matches and ask for review rather than selecting one without a clear identifier.
Does this edit the contact?
No. It retrieves current contact details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Elorus. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a Folder is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Folder Deleted
Triggers when a Folder is deleted.
Email Invoice
Email an existing invoice to selected contacts.
Folder Updated
Triggers when a Folder is updated.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
List Created
Triggers when a List is created.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
List Deleted
Triggers when a List is deleted.
Get Contacts
Retrieve your contacts.
List Updated
Triggers when a List is updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Clickup and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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