Find Chaser customers for a 21risk escalation
Get the customer context needed to move an escalation forward without a manual directory search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Escalations slow down when the responsible billing contact is hard to identify across systems.
- Identify relevant customer records quickly
- Support timely escalation communication
- Return a focused contact summary
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a webhook automation for escalation requests.
- 3Tell Notis to retrieve Chaser customers, match the supplied customer clues, and report the best matches with uncertainty called out.
- 4Choose the Notis webhook trigger and send one escalation payload.
- 5Select a report channel and test with a real or representative request.
Questions about this workflow
What clues can the request contain?
Use the customer name, external id, email, or other details available in the 21risk escalation.
Will it update any records?
No. This workflow retrieves and summarizes customer records for the escalation.
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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