Find the right Elorus contact after a call
Reduce the chance of billing the wrong record. Use a completed Fireflies transcript to look up the named client in Elorus and surface matches for review.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Get Contacts
Retrieve your contacts.
Why this helps
A meeting may refer to a client by a person, company nickname, or project name that does not match the billing contact record.
- Check for an existing Elorus contact before creating an invoice.
- Surface ambiguous or missing contact matches for a quick decision.
- Avoid searching through client records manually after every call.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact checks.
- 3In one instruction, ask Notis to use the client names stated in the transcript to search Elorus contacts and report likely matches or missing records without creating or changing contacts.
- 4Pick Fireflies Transcription Complete as the trigger and choose a report channel.
- 5Test with one real transcript that mentions a known client.
Questions about this workflow
Does this create a contact when none is found?
No. This workflow retrieves contacts and reports the result. Creating contacts is not among the listed Elorus actions.
What happens when several contacts look similar?
Tell Notis to return the possible matches and ask you to confirm the correct one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Elorus. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcript is complete.
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.
Fireflies and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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