Check the client record before preparing a bill
Find the current Elorus contact details when a billing task begins, without hunting through the contacts list.
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
Starting an invoice can stall when you need to switch apps and confirm which client record to use.
- Bring contact lookup into the moment a billing task starts.
- Use the current contact records returned by Elorus.
- Reduce interruptions while preparing client billing.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction to find the Elorus contact matching the supplied client name or identifier and return relevant current details, noting when a match is unclear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test by starting the webhook with one real client lookup request.
Questions about this workflow
What information should the webhook request include?
Provide a client name or identifier that can help identify the contact. If multiple records match, review the returned results before billing.
Does this create an invoice?
No. It looks up contact records so you can use the correct client details in a separate billing step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Elorus. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a document is deleted.
CREATE_PRODUCT
Create a product or service in the catalog.
New Coda Document Trigger
Triggers when a new document is created.
Email Invoice
Email an existing invoice to selected contacts.
New Coda Page Trigger
Triggers when a new page is added to a document.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Specific Coda Page Updated Trigger
Triggers when a specific page in a document is updated.
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.
Coda and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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