Find relevant Elorus services for new contacts
Bring the right catalog context into new contact onboarding without searching by hand.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Get Products
Retrieve products and services.
Why this helps
Teams can waste time looking through a product catalog when a new contact needs a specific service.
- Search the catalog at contact creation.
- Use stated contact needs to narrow relevant options.
- Report when the available context is not enough to choose.
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 retrieve Elorus products or services that fit the supplied needs for each new HubSpot contact and summarize likely options.
- 4Choose HubSpot Contact Created as the trigger and select where run reports should go.
- 5Test with one real contact whose needs are clear.
Questions about this workflow
Does this add a product or service to Elorus?
No. It retrieves existing catalog items for review.
Can it recommend an item without stated needs?
Ask it to report that more context is needed instead of making an unsupported recommendation.
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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