Review Chaser customers every week
Get a short account review before small billing issues become follow-up work.
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
Customer records can drift while operators focus on staffing and daily service.
- Surfaces stale records early
- Turns a large customer list into a focused summary
- Creates a predictable review rhythm
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Chaser in the Notis portal.
- 2Create an automation asking Notis to retrieve Chaser customers and compare them with your supplied weekly 7shifts context.
- 3Choose a recurring schedule trigger.
- 4Pick a report channel for the review.
- 5Test with one scheduled run.
Questions about this workflow
What 7shifts data is required?
Provide the staffing or location context you want Notis to use because 7shifts has no native trigger in this package.
Does this change customer records?
No. This workflow retrieves customers and reports findings.
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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