Look up Elorus contacts from incoming Outlook emails
Check who is already in Elorus without leaving the flow of your inbox.
Trigger
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Action
Get Contacts
Retrieve your contacts.
Why this helps
When a client writes from a new address or with an unfamiliar name, finding the right billing record can interrupt the work at hand.
- Look for an existing Elorus contact when a new message arrives.
- Summarize likely matches for quick review.
- Avoid repeated manual searches across email and billing records.
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 use the sender details from each new message to retrieve Elorus contacts and report possible matches or no clear match.
- 4Pick New Outlook Message as the trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this create a contact if no match is found?
No. This workflow retrieves contacts and reports the result; it does not create a new contact.
What if several Elorus contacts look similar?
Ask Notis to show the possible matches and leave the choice for you to confirm.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elorus.