Update Elorus contacts from revised documents
Record a client's revised details in Google Docs and have Notis apply the requested changes in Elorus.
Trigger
Document Updated
Triggers when an existing document is updated.
Action
Update Contact
Update an existing contact’s details.
Why this helps
Contact changes captured in documents can be missed when billing records are maintained elsewhere.
- Bring documented contact changes into Elorus.
- Reduce repeated copying of updated contact details.
- Keep a run report for contact update activity.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to identify the intended Elorus contact and update it using revised details in the document.
- 4Pick Document Updated as the trigger and choose where run reports go.
- 5Test with one real updated contact brief and confirm the intended contact is clear.
Questions about this workflow
How does Notis know which contact to update?
Include a clear identifier in the document, such as the contact's name and email, and ask Notis to find the corresponding Elorus contact before updating it.
Does this create a new contact?
No. This uses Elorus Update Contact, which updates an existing contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Elorus. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new document is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Document Deleted
Triggers when a document is moved to the trash.
Email Invoice
Email an existing invoice to selected contacts.
Document Placeholder Filled
Triggers when a document no longer contains a configured placeholder.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Document Search Update
Triggers when a matching document is created or updated.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Document Structure Changed
Triggers when a document’s structure changes, such as its tables or headers.
Get Contacts
Retrieve your contacts.
Document Updated
Triggers when an existing document is updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Docs and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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