Prepare client contact details for new meetings
Bring the right Elorus contact details into view as soon as a client meeting is scheduled.
Trigger
Event Created
Triggers when a new calendar event is created.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
Meeting prep can stall while you search for the client record connected to a calendar event.
- Start meeting preparation with relevant client details.
- Reduce manual searching across calendar and accounting records.
- Retrieve current contact information without editing it.
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, describe which new events count as client meetings and how to identify the Elorus contact.
- 4Pick the Event Created trigger and choose where run reports should go.
- 5Test with one real client meeting and review the contact details returned.
Questions about this workflow
Will every calendar event trigger a client lookup?
The trigger fires for new events. Explain how Notis should recognize client meetings and ignore other events.
What if the event does not name the client clearly?
Include a reliable matching clue in the event or your instruction. Notis needs enough information to identify the correct contact.
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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