Update Elorus contact details from Gmail requests
Keep client records current when a client clearly asks you to change their details.
Trigger
New Gmail Message Received Trigger
Fires when a new message arrives in Gmail.
Action
Update Contact
Update an existing contact’s details.
Why this helps
Contact updates get missed when clients send changes by email and the records live elsewhere.
- Reduce missed contact changes.
- Use explicit client requests as the source for updates.
- Keep identity or change ambiguity visible for review.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Elorus once in Notis.
- 2Create an automation that applies only explicit contact change requests.
- 3Pick New Gmail Message Received as the trigger.
- 4Choose where run reports should go.
- 5Test with one real contact update email.
Questions about this workflow
Will it change contact records based on an email signature?
Instruct Notis to update only details the sender explicitly asks to change, not incidental signature information.
What if the sender cannot be matched to one contact?
Have Notis report the uncertainty and avoid updating a contact until the identity is clear.
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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