Send a daily customer exception digest
See the small set of customer records that need attention before they become dropped follow-ups.
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
Teams spend too much time scanning complete customer lists to find a handful of exceptions.
- Reduce list scanning
- Prioritize actionable exceptions
- Give the team one predictable report
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a daily cron automation for the exception digest.
- 3Tell Notis to retrieve Chaser customers, apply the named 21risk criteria, and report only actionable exceptions with identifiers.
- 4Choose the recurring cron trigger.
- 5Select the report channel and test with one daily run.
Questions about this workflow
Can I define my own exception rules?
Yes. State the 21risk criteria in the prompt and ask Notis to apply them consistently.
Will the digest update customers?
No. This workflow reports exceptions; create a separate update workflow for approved changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Chaser. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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