Refresh matching Elorus contacts from Pipedrive organizations
When a new organization is added in Pipedrive, Notis can look for a clearly matching Elorus contact and update it with verified details.
Trigger
New Organization Received Trigger
Fires when a new organization is created.
Action
Update Contact
Update an existing contact’s details.
Why this helps
Company details can drift between sales and billing records, leaving billing teams to check and update them manually.
- Reduce repeated company detail updates.
- Keep the Pipedrive organization as the source for verified changes.
- Route uncertain matches for review instead of updating the wrong contact.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Elorus once in the Notis portal.
- 2In Automations, choose New Automation and enter a name and prompt.
- 3Tell Notis to update an existing Elorus contact only when a new Pipedrive organization clearly matches it, and report unmatched or uncertain cases.
- 4Choose the Pipedrive New Organization Received trigger and select where run reports should go.
- 5Test with one real organization and review the contact update or report.
Questions about this workflow
Will this create a new Elorus contact if there is no match?
No. This workflow updates an existing contact. Ask Notis to report when it cannot find a clear match.
How should uncertain matches be handled?
Tell Notis to report them for review and avoid updating a contact unless the match is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Elorus. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Fires when a new deal is created.
CREATE_PRODUCT
Create a product or service in the catalog.
New Note Received Trigger
Fires when a new note is created.
Email Invoice
Email an existing invoice to selected contacts.
New Organization Received Trigger
Fires when a new organization is created.
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.
Pipedrive and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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