Check Elorus for clients named in WhatsApp inquiries
A new inquiry may come from an existing client. Check Elorus before you start a separate record or billing thread.
Trigger
New Message Received
Action
Get Contacts
Retrieve your contacts.
Why this helps
Switching between chat and accounting records to identify a client interrupts the response flow.
- Check for an existing contact before creating records elsewhere.
- Reduce manual app switching during inquiry triage.
- Keep contact lookup tied to the original message.
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 inquiry contact checks.
- 3Tell Notis to identify inquiry senders and search Elorus contacts using available identifying details, reporting matches or uncertainty without changing contact records.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry from a known contact and review the match.
Questions about this workflow
Will this create or update a contact?
No. It only searches for and reports possible existing contacts.
What if a sender's phone number does not match an Elorus contact?
Notis should report that it could not confirm a match instead of guessing.
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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