Check the Elorus service catalog for new leads
See whether the requested service already exists in Elorus before preparing the next sales to billing handoff.
Trigger
New Lead Trigger
Triggers when a new lead is created.
Action
Get Products
Retrieve products and services.
Why this helps
Teams can waste time recreating service descriptions or pricing because catalog details are not easy to find during sales intake.
- Finds existing service entries before invoice preparation
- Reduces duplicate catalog setup
- Gives sales a concise list of likely matches
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to search the catalog using the lead's stated needs and report likely matches.
- 3Pick the Salesforce New Lead Trigger.
- 4Choose where run reports should go.
- 5Test with one lead that describes a known service.
Questions about this workflow
Does this create a product when no match is found?
No. It only retrieves products and services. Creating a catalog item is a separate action.
Can it quote a price to the lead?
The workflow reports catalog information for internal review. Do not treat a catalog match as an approved quote unless your instruction and process explicitly authorize that.
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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