Review Chaser customers against 21risk records
Start the week with one clear list of customer records that need attention.
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
Customer and compliance records drift when nobody owns a regular comparison.
- Surface record drift on a predictable cadence
- Give founders a short exception list
- Reduce spreadsheet reconciliation
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a scheduled automation with the review outcome.
- 3Tell Notis to retrieve Chaser customers, compare them with the specified 21risk records, and report only mismatches or missing records.
- 4Choose a recurring Notis cron trigger.
- 5Select the report channel and test with one review run.
Questions about this workflow
Does Notis know which 21risk records to compare?
Name the record set or query criteria in your prompt because no source event supplies that scope automatically.
Can the report include all customers?
Yes. Ask Notis to process the complete customer list and summarize exceptions.
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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