Check billing contact details at client onboarding
Start client work with a quick check that the Elorus contact record is ready for billing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Client onboarding can move ahead while invoice contact details remain incomplete or hard to find.
- Check billing contact readiness early in onboarding.
- Reduce context switching to search for client records.
- Surface missing details while there is time to collect them.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the incoming onboarding request details to find the matching Elorus contact and report whether key billing details are present or need follow-up.
- 4Choose a webhook trigger and configure the caller to start it when onboarding begins; select where run reports go.
- 5Test by sending one real onboarding example and reviewing the contact lookup.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook. Your onboarding process needs to send the request when the client onboarding event occurs.
Will it create a contact if none is found?
This workflow uses Get Contacts to look up records. It reports the result and does not create a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Elorus. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Provides the base trigger for detecting changes in OneDrive.
CREATE_PRODUCT
Create a product or service in the catalog.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive.
Email Invoice
Email an existing invoice to selected contacts.
File Updated
Triggers when a file's content or metadata changes.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive.
Get Contacts
Retrieve your contacts.
Item Moved or Renamed
Triggers when a file or folder is moved or renamed.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
One drive and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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