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Notis

Update Chaser customer details from 21risk

Make sure payment conversations reach the right person after every verified compliance update.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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."

Why this helps

A changed email or contact owner can leave invoice reminders going to the wrong inbox.

  • Keep billing contacts current
  • Use the external customer id for precise updates
  • Reduce missed payment communication

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Chaser in Notis.
  • 2Create an automation and describe the customer update outcome.
  • 3In one instruction, tell Notis to use the webhook external id to update only the changed Chaser customer fields.
  • 4Select the Notis webhook trigger and send the changed contact data.
  • 5Choose report delivery and test with one real contact change.

Questions about this workflow

How does Notis find the right customer?

Provide the Chaser external id in the webhook payload and instruct Notis to confirm it before updating.

Can this update only one field?

Yes. Tell Notis to change only the verified field and leave all other customer information untouched.

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.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

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."

ActionInstant

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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