Match Salesforce accounts with Elorus contacts
Keep sales and billing records aligned by finding the likely Elorus contact when an account changes.
Trigger
Account Created or Updated
Triggers when an account is created or updated.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Account changes can leave billing records under an outdated name or organization, making invoice preparation harder.
- Surfaces a likely billing contact after account changes
- Helps catch name and organization mismatches early
- Avoids creating an invoice against an unverified contact
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to search Elorus contacts and report likely matches and discrepancies.
- 3Pick the Salesforce Account Created or Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real account update and confirm the proposed match.
Questions about this workflow
Does this update the Elorus contact?
No. This workflow searches contacts and reports likely matches for review. Updating an existing contact is a separate action.
How does it decide a match?
Tell Notis which available identifiers to compare, such as company name or email domain. Review uncertain matches before using one for billing.
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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