Check the current Elorus contact details on demand
Get the current details for the right client record at the start of a billing task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
A billing task can stall while you search for the client's current details in another app.
- Retrieve a specific contact record quickly.
- Start billing with current client details in view.
- Avoid searching across unrelated contact records.
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 retrieve and summarize the current Elorus contact details for the contact ID in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test by sending one real contact ID through the webhook.
Questions about this workflow
Does this search contacts by name?
This action retrieves one contact by ID. Use the contact list action for a lookup when you do not have the ID.
Does this update the record?
No. It retrieves the current details so you can review them.
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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