Look up a customer before assigning a risk action
Give action owners the right customer context before a task is assigned or escalated.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Actions can be assigned with incomplete customer details, creating avoidable follow-up and rework.
- Confirm customer identity before assignment
- Reduce mismatched action records
- Provide useful contact context to owners
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a webhook automation for action assignment requests.
- 3Tell Notis to retrieve the Chaser customer using the external id in the payload and summarize only the details needed for assignment.
- 4Choose the Notis webhook trigger and send one action payload.
- 5Select report delivery and test with one customer.
Questions about this workflow
What happens when the external id is invalid?
Tell Notis to report the unmatched id and stop so the action is not assigned with wrong context.
Can the summary be sent to the action owner?
Yes. Choose the channel used by the owner for Notis run reports.
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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