Bring Elorus client details into an opportunity handoff
See the current billing contact record alongside a changing deal without switching apps and searching manually.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
Sales teams may rely on stale contact details when an opportunity is moving quickly toward billing.
- Makes current billing contact details easier to access
- Supports a more informed deal handoff
- Helps catch stale contact information before invoicing
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elorus once in the Notis portal.
- 2Create an automation instructing Notis to retrieve the known Elorus contact and summarize billing-relevant details.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where run reports should go.
- 5Test with one opportunity linked to a known Elorus contact ID.
Questions about this workflow
Can it search for the contact if no ID is present?
This action retrieves one contact by ID. A reliable contact ID must be available from the instruction or prior lookup.
Will it change the contact?
No. It retrieves current details and reports them.
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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