Check new Outlook contacts against Elorus
Make new relationship details easier to reconcile with your billing records.
Trigger
New Contact Added
Fires when a new contact is added to the contacts list.
Action
Get Contacts
Retrieve your contacts.
Why this helps
A new contact can be added to Outlook and then forgotten when it is time to find or create the corresponding billing record.
- Look up Elorus contacts when an Outlook contact is added.
- See potential existing records before taking the next step.
- Keep contact reconciliation attached to the moment the new contact arrives.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Elorus once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to search Elorus contacts using details from each new Outlook contact and report likely matches or no match.
- 4Pick New Contact Added as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Will this add the new contact to Elorus?
No. The selected action retrieves contacts. It reports matches for you to review.
What information can it use to find a match?
Notis can use details available from the Outlook contact, such as its name or email, and report when the match is uncertain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Elorus. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Fires when a new contact is added to the contacts list.
CREATE_PRODUCT
Create a product or service in the catalog.
Calendar Event Changes
Fires when a calendar event is created, updated, or deleted.
Email Invoice
Email an existing invoice to selected contacts.
New Calendar Event
Fires when a new calendar event is created.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Sent Message
Fires when a new message is sent from the watched mail folder.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Outlook and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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