Check Elorus contact details for WhatsApp balance questions
A balance question can send you searching across tools. Find the matching Elorus contact and bring the current details into the run report.
Trigger
New Message Received
Action
Get Contact
Retrieves the current details of a contact.
Why this helps
Looking up a client's accounting record while replying in chat breaks concentration and slows down follow-up.
- Identify a contact from available conversation details.
- Retrieve current contact details for a more informed follow-up.
- Flag uncertain matches instead of replying with a guessed balance.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for balance inquiry lookup.
- 3Tell Notis to identify balance questions, find a confident Elorus contact match, retrieve that contact's current details, and report when the match or requested balance information is unavailable.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and review what the contact lookup returns.
Questions about this workflow
Will this retrieve an actual account balance?
The selected action retrieves contact details, not invoice balances. The report should say when the requested balance is not available from that data.
Will Notis send a reply to the customer?
No. This workflow prepares information for your follow-up and does not send a WhatsApp message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Elorus. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Returns no results; message status changes are delivered through webhooks in real time.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Whatsapp and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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