Audit customer contacts before month end
Find missing or stale contacts before invoice follow-up starts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Why this helps
Month end collections become harder when customer contacts are incomplete or outdated.
- Improves collection readiness
- Highlights actionable gaps
- Keeps the audit recurring
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Chaser once.
- 2Create an automation to retrieve customers and identify contact gaps using your supplied 7shifts context.
- 3Choose a monthly schedule trigger.
- 4Select a report channel for the audit.
- 5Test with one month end run.
Questions about this workflow
Can Notis know which contacts are required?
State the required contact rules in the automation prompt because the apps do not provide those rules automatically.
Does the workflow edit records?
No. It reports gaps for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Chaser. A trigger fires from one place; an action lands in another.
7shifts triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
7shifts and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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