Check new HubSpot contacts against Elorus
Catch a missing or duplicate billing contact before it slows down invoicing.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Get Contacts
Retrieve your contacts.
Why this helps
A new CRM contact does not guarantee there is a matching billing record ready for finance.
- Spot contacts that may already exist in Elorus.
- Find new CRM contacts without a billing record.
- Keep contact checks attached to the moment a record is created.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Ask Notis to search Elorus contacts for a possible match to each new HubSpot contact and report the result.
- 4Choose HubSpot Contact Created as the trigger and select where run reports should go.
- 5Test with one real new contact and review the match report.
Questions about this workflow
Will this create an Elorus contact automatically?
No. This workflow retrieves contacts and reports possible matches. It does not create or update a contact.
Can it confirm that two contacts are the same person?
It can compare available details, but you should review ambiguous matches before acting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Elorus. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Fires when a contact is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Hubspot and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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