Check every new Salesforce contact for an Elorus match
Know whether a new sales contact already exists in billing before the next invoice needs to go out.
Trigger
New Contact Trigger
Triggers when a new contact is created.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Teams lose time searching billing records only after a deal is ready to invoice.
- Finds existing clients before billing is urgent
- Reduces duplicate contact creation
- Highlights records that may need billing setup
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to search for a likely contact match and report the result.
- 3Pick the Salesforce New Contact Trigger.
- 4Choose where run reports should go.
- 5Test with one real new contact.
Questions about this workflow
Does this create a new Elorus contact if none is found?
No. It only searches and reports. Creating a contact is not among the listed actions for this workflow.
What should the automation do with uncertain matches?
Ask Notis to report the candidates and the identifiers that differ so a person can confirm the correct billing contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elorus. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an account is created or updated.
CREATE_PRODUCT
Create a product or service in the catalog.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Email Invoice
Email an existing invoice to selected contacts.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New Contact Trigger
Triggers when a new contact is created.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Lead Trigger
Triggers when a new lead is created.
Get Contacts
Retrieve your contacts.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Salesforce and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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