Skip to content
Notis

Confirm the client contact before the meeting

An accepted RSVP can prompt a quick contact lookup, so you can catch billing identity questions before the call.

Trigger

Attendee Response Changed

Trigger when an attendee accepts, declines, or tentatively responds to an invitation.

Action

Get Contacts

Retrieve your contacts.

Why this helps

A meeting can be on the calendar without a clear link to the right billing contact.

  • Review a contact match before the meeting.
  • Catch missing or ambiguous client records earlier.
  • Reduce post-meeting contact lookup.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Elorus once in Notis.
  • 2Create an automation for attendee contact checks.
  • 3Tell Notis to use the attendee information to search Elorus contacts and report possible matches or ambiguity without changing records.
  • 4Pick the Attendee Response Changed trigger and choose where run reports should go.
  • 5Test with one real accepted RSVP and verify the suggested contact.

Questions about this workflow

Will Notis create a contact if no match is found?

No. This workflow looks up contacts and reports the result. Creating a contact is outside the selected action.

Can it identify a company from an email address?

It can compare information returned by the trigger and contact lookup, but should report uncertainty rather than infer a billing identity.

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.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Attendee Response Changed

Trigger when an attendee accepts, declines, or tentatively responds to an invitation.

TriggerPolling

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

Event Canceled or Deleted

Trigger when a calendar event is canceled or deleted.

TriggerPolling

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

Event Starting Soon

Trigger when a calendar event is within the configured time before it starts.

TriggerPolling

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

Calendar Event Changes

Trigger in real time when a calendar event changes.

TriggerInstant

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

Event Created

Trigger when a new calendar event is created.

TriggerPolling

Get Contacts

Retrieve your contacts.

ActionInstant

Calendar Event Sync

Retrieve full calendar event details through polling.

TriggerPolling

Get Credit Notes

Retrieve credit notes.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.