Run weekly customer contact hygiene
Clear small contact corrections in a predictable batch before they become missed reminders.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Tiny contact changes accumulate until invoice communication starts bouncing or reaching the wrong person.
- Process verified corrections in batches
- Improve reminder deliverability
- Keep updates traceable to a review
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a weekly cron automation for verified contact corrections.
- 3Tell Notis to apply only the listed changes to matching Chaser customers, using external ids and reporting anything ambiguous.
- 4Choose the recurring cron trigger.
- 5Select a report channel and test with a small correction list.
Questions about this workflow
Can it update multiple customers?
Yes. Provide a list of verified external ids and changes in the prompt or connected review source.
What happens to ambiguous records?
Notis can report them without changing the customer when instructed to require a confident match.
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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