Identify existing Elorus clients from new Gmail inquiries
See whether an incoming inquiry matches a contact you already manage in Elorus.
Trigger
New Gmail Message Received Trigger
Triggers when a new message arrives in your inbox.
Action
Get Contacts
Retrieve your contacts.
Why this helps
A new email can leave you searching for client records before you can respond with context.
- Reduce manual searching across inbox and accounting records.
- Bring existing contact context into an inquiry review.
- Keep contact retrieval separate from any changes to client records.
Setup
Build it in a few focused steps.
- 1Connect Google Super and Elorus once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, explain how to recognize client inquiries and which email details to use when searching contacts.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and check the retrieved contacts in the report.
Questions about this workflow
Will this create a new Elorus contact if none matches?
No. This workflow retrieves contacts only. A separate, deliberate process is needed to add a contact.
Can it tell whether an email is a client inquiry?
Describe the cues in your instruction. If the message lacks enough identifying information, Notis may not find a reliable match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Elorus. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate calculation in a spreadsheet changes.
CREATE_PRODUCT
Create a product or service in the catalog.
Attendee Response Changed
Triggers when an attendee accepts, declines, or tentatively responds to an invitation.
Email Invoice
Email an existing invoice to selected contacts.
Cell Range Values Changed
Triggers when values change in a specified spreadsheet range.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Comment Added (Docs/Sheets/Slides)
Triggers when someone adds a comment to a document, sheet, or presentation.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Conditional Format Rule Changed
Triggers when spreadsheet conditional formatting rules are added, changed, or removed.
Get Contacts
Retrieve your contacts.
Data Validation Rule Changed
Triggers when spreadsheet data validation rules change.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Super and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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