Check selected Chaser customers before review
Have the right customer context ready before a recurring compliance checkpoint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Review preparation becomes a scramble when customer identity and contact details are scattered.
- Prepare review context automatically
- Focus attention on named customers
- Reduce repetitive lookups
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a cron automation for the customers your review covers.
- 3Tell Notis to retrieve each specified Chaser customer by external id and summarize the details needed for the 21risk review.
- 4Choose the recurring cron trigger.
- 5Select where reports go and test with one customer set.
Questions about this workflow
Do I need to provide customer ids?
Yes. The action retrieves a specific customer by its external id, so include those ids in the prompt or schedule context.
Can it process several customers?
Yes. Ask Notis to process the list and report missing or unmatched ids.
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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