Find the right Elorus contact when someone subscribes
New subscribers can be clients, leads, or neither. Check Elorus for a likely existing contact before deciding what to do next.
Trigger
Subscribe Trigger
Fires when someone subscribes.
Action
Get Contacts
Retrieve your contacts.
Why this helps
You have to switch apps and search manually to tell whether a new subscriber is already a client.
- Spot existing client records sooner
- Reduce duplicate contact creation
- Keep a useful review step for ambiguous matches
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search Elorus contacts for each new subscriber and report likely matches with the details used to compare them.
- 4Pick the Mailchimp Subscribe trigger and choose where run reports should go.
- 5Test with one real subscriber and review the match result.
Questions about this workflow
Will this create an Elorus contact?
No. This workflow searches for possible matches and reports them for review.
What if the subscriber has limited profile details?
Notis can report that it could not find a confident match. Add comparison guidance in your instruction if you have a reliable identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Elorus. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Fires when a campaign is sent or has an event.
CREATE_PRODUCT
Create a product or service in the catalog.
Profile Update Trigger
Fires when a subscriber’s profile is updated.
Email Invoice
Email an existing invoice to selected contacts.
Subscribe Trigger
Fires when someone subscribes.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Unsubscribe Trigger
Fires when someone unsubscribes.
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.
Mailchimp and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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