Have the billing contact ready before the call
A quick contact lookup before a client meeting can save you from searching for billing details later.
Trigger
Event Starting Soon
Trigger when a calendar event is within the configured time before it starts.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Contact details are easy to lose among calendar notes, inboxes, and finance tools.
- Bring relevant contact details into view before a call.
- Spot missing contact information while there is still time to ask.
- Reduce tool switching during follow-up.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Elorus once in Notis.
- 2Create an automation for pre-meeting contact checks.
- 3Tell Notis to search Elorus contacts using available event details and report likely matches, including any uncertainty.
- 4Pick the Event Starting Soon trigger and choose where run reports should go.
- 5Test with one upcoming client meeting and check the contact results.
Questions about this workflow
Does this send anything to the client?
No. The selected action retrieves contacts and the automation reports its findings.
What if the calendar event has no client details?
Notis can report that it could not find a confident match. Add the identifying information to your instruction or event details if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Elorus. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Trigger when an attendee accepts, declines, or tentatively responds to an invitation.
CREATE_PRODUCT
Create a product or service in the catalog.
Event Canceled or Deleted
Trigger when a calendar event is canceled or deleted.
Email Invoice
Email an existing invoice to selected contacts.
Event Starting Soon
Trigger when a calendar event is within the configured time before it starts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Calendar Event Changes
Trigger in real time when a calendar event changes.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Event Created
Trigger when a new calendar event is created.
Get Contacts
Retrieve your contacts.
Calendar Event Sync
Retrieve full calendar event details through polling.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Calendar and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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