Keep Elorus billing contacts aligned with Salesforce
Reduce stale billing details by checking contact changes against the right Elorus record before updating it.
Trigger
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Action
Update Contact
Update an existing contact’s details.
Why this helps
A changed billing email or contact name can be missed when updates live only in the sales system.
- Reduces stale billing contact details
- Uses changed Salesforce fields as a focused update signal
- Provides a report when the Elorus match is ambiguous
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to find the exact Elorus contact and update only verified changed details.
- 3Pick the Salesforce Contact Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real contact update and verify the Elorus record.
Questions about this workflow
Can it safely choose the right Elorus contact?
Have Notis require a unique match using available identifiers. If there are multiple or no likely matches, it should report the issue without updating a contact.
Which fields can be updated?
Specify the changed contact details you want updated, such as name, email, or phone, and confirm those values are available in the event or retrieved record.
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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