Find Elorus contacts from Gmail client emails
Get the client record in view while the email is still fresh.
Trigger
New Gmail Message Received Trigger
Fires when a new message arrives in Gmail.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Switching between the inbox and accounting records makes simple client requests take longer.
- Reduce app switching during client follow-up.
- Use email details to narrow the contact search.
- Surface ambiguous matches rather than choosing blindly.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Elorus once in Notis.
- 2Create an automation that looks up contacts mentioned in client emails.
- 3Pick New Gmail Message Received as the trigger.
- 4Choose where run reports should go.
- 5Test with one real client email.
Questions about this workflow
Will it create a contact if no match exists?
No. This workflow looks up existing contacts. You can review the report when no suitable contact is found.
What if several contacts match?
Tell Notis to report the possible matches and avoid treating an uncertain match as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Elorus. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when you send an email message.
CREATE_PRODUCT
Create a product or service in the catalog.
New Gmail Message Received Trigger
Fires when a new message arrives in Gmail.
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.
Gmail and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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