Refresh Elorus client details from Salesforce
Reduce billing surprises by keeping a confirmed client record aligned with the latest Salesforce account information.
Trigger
Account Created or Updated
Triggers when an account is created or updated.
Action
Update Contact
Update an existing contact’s details.
Why this helps
Company name or billing details can change in sales records while finance keeps using older client information.
- Keeps selected billing details aligned across systems
- Requires a match before changing a client record
- Flags uncertain information for human review
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to update a uniquely matched contact with verified changed details.
- 3Pick the Salesforce Account Created or Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real account update and check the changed contact.
Questions about this workflow
What if the account has no matching Elorus contact?
Have Notis report that no reliable match was found. This workflow does not create contacts.
Can it overwrite all Elorus contact details?
Specify which verified details may be updated. Have Notis leave unrelated or uncertain values unchanged and report missing source data.
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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