Bring Elorus client context to changed task lists
Pair a changed client work list with a fresh lookup of Elorus contacts.
Trigger
Task List Changed
A task list's title or contents change.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Client follow-up work can change in a task list while contact context remains buried in another app.
- Links list changes to a contact lookup for review.
- Reduces the separate search needed to find client records.
- Can report when the list does not give a clear lookup context.
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to use the changed task list context to retrieve relevant Elorus contacts and summarize the returned contacts.
- 4Pick Google Tasks Task List Changed as the trigger and choose where run reports go.
- 5Test with one real list change that identifies the client or lookup context.
Questions about this workflow
Will this update contact details?
No. It retrieves contacts for review. Updating a contact would require a separate action and explicit updated details.
What information should the task list provide?
Provide a client name or other useful context so Notis can search the contact results appropriately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Elorus. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
A new task is created in a task list.
CREATE_PRODUCT
Create a product or service in the catalog.
New Task List Created
A new task list is created.
Email Invoice
Email an existing invoice to selected contacts.
Task Details Changed
The details of a specific task change.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Task List Changed
A task list's title or contents change.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Task Updated
An existing task is updated in a task list.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Google Tasks and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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