Check tax setup options for new Salesforce contacts
Prepare for billing with the available Elorus tax options in view, while leaving tax treatment decisions to the responsible person.
Trigger
New Contact Trigger
Triggers when a new contact is created.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Billing setup can stall when the team cannot quickly see which tax options are configured in Elorus.
- Makes configured tax choices easier to find
- Prompts review before invoice creation
- Avoids inferring tax treatment from a contact alone
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to retrieve available tax options and flag any decision needed.
- 3Pick the Salesforce New Contact Trigger.
- 4Choose where run reports should go.
- 5Test with one real contact and review the tax options report.
Questions about this workflow
Does this determine which tax rate applies?
No. It retrieves available tax options. The applicable treatment depends on information and rules that may not be present in the trigger.
Can it apply a tax to an invoice?
No. This workflow only retrieves tax options; invoice creation and tax selection are separate.
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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